Privacy Policy & Terms and Conditions – Adair Advisory Group LLC

Effective Date: November 2025

Privacy Policy

Adair Advisory Group LLC (“we,” “our,” “us”) respects your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you interact with our firm, website, or communications.

1. Information We Collect

We may collect personal information that you voluntarily provide, such as:

• Name, email address, phone number, and mailing address
• Business or financial information shared for advisory or tax services
• Communication preferences and information submitted through online forms

We may also collect limited technical data, such as your browser type, IP address, and referring website, to help us improve site functionality and user experience.

2. How We Use Your Information

We use your information to:

• Schedule appointments, respond to inquiries, and provide advisory or tax services
• Communicate updates, reminders, and service-related information
• Comply with legal, regulatory, and security obligations
• Improve our website and client experience

We do not sell or rent personal information.

We do not share SMS consent with third parties or affiliates.

3. SMS Messaging and Consent

If you provide a mobile number, you consent to receive SMS text messages from Adair Advisory Group LLC for scheduling, reminders, account notifications, and service updates. Message frequency may vary. Message and data rates may apply.

Opting in to receive SMS messages from Adair Advisory Group can be done by submitting our contact form at: Contact Us.

You can opt out of SMS at any time by replying STOP. You may text HELP for assistance.

SMS consent and mobile numbers are used exclusively for communications with Adair Advisory Group LLC and are not shared with third parties or affiliates.

For additional details, please see the SMS section of our Terms and Conditions below.

4. Information Sharing

We may share limited personal information only:

• With vendors or service providers who assist in delivering our services (for example, scheduling tools, communication platforms, or secure data storage),
• When required by law, regulation, or court order, or
• With your explicit written consent.

All vendors and partners are expected to maintain appropriate security and confidentiality protections.

5. Data Security

We use reasonable physical, technical, and administrative safeguards to help protect personal information from unauthorized access, disclosure, alteration, or destruction. Despite these efforts, no method of data transmission or storage is 100% secure.

6. Your Rights and Choices

You may:

• Request access to your personal information
• Request correction of your personal information
• Withdraw consent for certain communications
• Opt out of SMS messages by replying STOP

To exercise these rights, contact us at jadair@AdairAdvisoryGroup.com.

7. Links to Other Websites

Our website may contain links to third-party sites. We are not responsible for the privacy practices, content, or security of those third-party websites.

8. Contact Us

If you have questions about this Privacy Policy, please contact us:

Adair Advisory Group LLC
515 N Flagler Dr, Ste 350
West Palm Beach, FL 33401-4349
Email: jadair@AdairAdvisoryGroup.com
Phone: (443) 233-6771

Terms and Conditions

1. Acceptance of These Terms

By using our website, submitting a form, or communicating with us, you agree to these Terms and Conditions. If you do not agree, please do not use our website or services.

2. Informational Purposes Only

The content on this website is for general informational and educational purposes only. Nothing on this site is intended to be, and should not be taken as, individualized tax, legal, or investment advice.

Any decisions about your personal or business finances should be made after reviewing your specific situation and, where appropriate, working under a written engagement or advisory agreement with us and/or consulting your other professional advisors.

3. No Offer or Guarantee

Nothing on this website is an offer to buy or sell any security or financial product. Past performance does not guarantee future results. All investments involve risk, including possible loss of principal.

4. Use of the Website

You agree to use this website only for lawful purposes and in a way that does not harm, disable, or interfere with the site, our services, or other users.

We may update, modify, or remove content at any time without notice. We may also limit or terminate access to the website if we believe it is being misused.

5. SMS Messaging Program Terms

By providing your mobile number and opting in, you agree to receive SMS text messages from Adair Advisory Group LLC related to scheduling, reminders, account notifications, and service updates. Message frequency may vary. Message and data rates may apply.

• How to Opt In: You may opt in by submitting your information through our online contact form or other forms where you provide your mobile number and request or consent to receive SMS messages from us.
• How to Opt Out: You can opt out at any time by replying STOP to any message we send. After you send STOP, we may send a one-time message to confirm your opt-out. You will not receive further SMS messages from us, unless you opt in again.
• Help: For help, reply HELP to any message or contact us at jadair@AdairAdvisoryGroup.com or (443) 233-6771.
• Carrier Disclaimer: Carriers are not liable for delayed or undelivered messages.

We do not sell, rent, or share your SMS opt-in data or mobile number with third parties or affiliates. SMS consent and mobile numbers are used exclusively to send you messages from Adair Advisory Group LLC.

6. Third-Party Services

We may use third-party vendors (for example, website hosting, email or SMS platforms, scheduling tools, or secure storage). These providers help us deliver our services but do not have the right to use your information for their own marketing.

Your use of any third-party website or service is subject to that provider’s own terms and privacy policy.

7. Intellectual Property

All content on this website, including text, graphics, logos, and layouts, is owned by or licensed to Adair Advisory Group LLC and is protected by applicable copyright and other laws. You may not copy, distribute, or use content from this site for commercial purposes without our written permission.

8. No Warranty

We try to keep the information on this website accurate and up to date, but we do not guarantee that the content is complete, current, or free of errors. The website and its content are provided “as is,” without warranties of any kind, either express or implied.

9. Limitation of Liability

To the fullest extent permitted by law, Adair Advisory Group LLC is not liable for any damages arising out of or related to your use of this website or your reliance on its content. This includes, but is not limited to, direct, indirect