Privacy Policy
Last Updated: December 2025
Meridian Advisory Firm (“Meridian Advisory,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, www.meridianadvisoryfirm.com (the “Site”).
By accessing or using the Site, you acknowledge that you have read and understand this Privacy Policy.
1. Information We Collect
A. Information You Provide Voluntarily
We may collect personal information that you voluntarily provide to us, including:
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Name
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Email address
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Company name
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Job title
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Any information submitted through contact forms, inquiry forms, or email correspondence
You are not required to provide personal information to browse the Site; however, certain features or communications may not be available without it.
B. Information Automatically Collected
When you visit the Site, we may automatically collect certain information, including:
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IP address
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Browser type and version
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Device type and operating system
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Pages viewed, time spent on pages, and interaction data
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Referring and exit URLs
This information is used to operate, maintain, analyze, and improve the Site.
C. Cookies, Analytics, and Tracking Technologies
We use cookies and similar technologies to support Site functionality, analytics, and security.
Specifically, the Site is hosted on Wix, which may automatically collect certain information as part of its platform services. We also use Google Analytics to understand how visitors engage with the Site.
These technologies may collect information such as:
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Pages visited
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Time spent on the Site
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Referring websites
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General geographic location (e.g., city or region)
You may control cookies through your browser settings. Disabling cookies may limit certain features of the Site.
2. How We Use Your Information
We may use personal information to:
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Respond to inquiries or requests
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Communicate with you about our services
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Improve and optimize the Site
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Monitor usage and trends
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Maintain security and prevent fraud
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Comply with legal or regulatory obligations
We do not sell or rent personal information.
3. Legal Bases for Processing (EU / UK Visitors)
If you are located in the European Union or United Kingdom, we process personal data based on one or more of the following legal grounds:
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Your consent
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Performance of a contract or steps taken prior to entering a contract
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Legitimate business interests (such as improving services and communications)
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Compliance with legal obligations
4. Disclosure of Information
We may share personal information:
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With trusted service providers (e.g., website hosting, analytics providers) who assist in operating the Site
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To comply with legal obligations or lawful requests
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To protect the rights, property, or safety of Meridian Advisory or others
All service providers are contractually required to protect confidentiality and use information only as necessary to perform services for us.
5. California Privacy Rights (CCPA / CPRA)
If you are a California resident, you have certain rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA).
A. Categories of Personal Information Collected
We may collect the following categories:
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Identifiers (e.g., name, email address, IP address)
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Internet or electronic activity information (e.g., browsing behavior on our Site)
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Professional or employment-related information (if provided)
B. Your Rights
California residents have the right to:
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Know what personal information we collect, use, or disclose
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Request access to personal information
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Request deletion of personal information
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Correct inaccurate personal information
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Opt out of the sale or sharing of personal information (note: we do not sell personal information)
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Not be discriminated against for exercising privacy rights
To exercise these rights, contact us using the information below. We may need to verify your identity before processing your request.
6. Data Retention
We retain personal information only for as long as reasonably necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.
7. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information. While we take security seriously, no system is completely secure, and we cannot guarantee absolute protection.
8. Cookie Consent and Preferences
Depending on your location, you may see a cookie consent banner when visiting the Site. Where required by law, non-essential cookies will not be placed unless you provide consent.
You may update cookie preferences through:
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Your browser settings
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Any cookie management tools presented on the Site
9. International Data Transfers
If you access the Site from outside the United States, your information may be transferred to, stored, and processed in the United States or other jurisdictions where data protection laws may differ from those in your location.
10. Third-Party Websites
The Site may contain links to third-party websites. Meridian Advisory is not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies independently.
11. Children’s Privacy
The Site is not intended for individuals under the age of 18. We do not knowingly collect personal information from children.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Updates will be reflected by the “Last Updated” date above. Continued use of the Site after changes are posted constitutes acceptance of the revised Privacy Policy.
13. Contact Information
If you have questions about this Privacy Policy or wish to exercise privacy rights, please contact:
Meridian Advisory Firm
Email: info@meridianadvisoryfirm.com
Terms of Use
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Last Updated: December 2025
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These Terms of Use (“Terms”) govern your access to and use of the website located at www.meridianadvisoryfirm.com
(the “Site”), operated by Meridian Advisory (“Meridian Advisory,” “we,” “our,” or “us”).
By accessing or using the Site, you acknowledge that you have read, understood, and agree to be bound by these Terms. If you do not agree, please do not use the Site.
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1. Use of the Website
The Site is provided for general informational purposes only. You may use the Site solely for lawful purposes and in accordance with these Terms.
You agree not to:
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Use the Site in any manner that violates applicable laws or regulations
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Attempt to gain unauthorized access to any portion of the Site or its systems
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Interfere with the operation, availability, or security of the Site
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Upload or transmit malicious code, automated scraping tools, or harmful content
Meridian Advisory Firm reserves the right to restrict or terminate access to the Site at its discretion.
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2. No Professional or Contractual Advice
The content on the Site is provided for general informational purposes only and does not constitute legal, financial, marketing, or business advice.
Nothing on the Site creates a client relationship, fiduciary duty, or contractual obligation. Any engagement of Meridian Advisory’s services requires a separately executed written agreement, such as a Master Services Agreement and applicable Statement of Work.
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3. Intended Audience (Enterprise & Professional Users)
The Site is intended primarily for business, professional, and enterprise audiences. Content is written from an advisory perspective and is not designed to address consumer-specific needs or circumstances.
If you are accessing the Site on behalf of an organization, you represent that you have the authority to bind that organization to these Terms.
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4. Intellectual Property Rights
All content on the Site, including text, graphics, logos, trademarks, and other materials (“Content”), is owned by or licensed to Meridian Advisory and is protected by applicable intellectual property laws.
You may view, download, and print Content for personal, non-commercial informational use only. You may not:
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Reproduce, distribute, modify, or create derivative works from the Content
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Use the Content for commercial purposes
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Remove proprietary notices or attribution
Written permission is required for any other use.
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5. Third-Party Links and Services
The Site may contain links to third-party websites or services. Meridian Advisory does not control and is not responsible for the content, availability, or practices of third-party sites.
Access to third-party websites is at your own risk and subject to their respective terms and policies.
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6. Disclaimer of Warranties
The Site and all Content are provided on an “as is” and “as available” basis.
To the fullest extent permitted by law, Meridian Advisory disclaims all warranties, express or implied, including but not limited to:
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Accuracy, completeness, or reliability of Content
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Fitness for a particular purpose
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Non-infringement
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Availability, security, or uninterrupted operation
Meridian Advisory does not warrant that the Site will be error-free or free of harmful components.
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7. Limitation of Liability
To the maximum extent permitted by law, Meridian Advisory shall not be liable for any damages arising out of or related to your use of, or inability to use, the Site, including but not limited to:
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Indirect, incidental, special, consequential, or punitive damages
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Loss of profits, revenue, data, or business opportunities
This limitation applies regardless of the legal theory asserted.
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8. EU Consumer Rights Notice
If you are located in the European Union or United Kingdom, you may have certain mandatory consumer rights under applicable law. Nothing in these Terms is intended to exclude or limit any rights that cannot be lawfully waived.
However, to the extent permitted by applicable law, the Site is provided for business and professional informational use, and Meridian Advisory does not offer consumer goods or digital services for purchase through the Site.
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9. Privacy
Your use of the Site is also governed by our Privacy Policy, which is incorporated into these Terms by reference. Please review the Privacy Policy to understand how we collect and use information.
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10. Modifications to the Site or Terms
Meridian Advisory may modify, suspend, or discontinue the Site, or update these Terms, at any time without prior notice.
Updated Terms will be effective upon posting. Continued use of the Site after changes constitutes acceptance of the revised Terms.
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11. Governing Law and Jurisdiction
These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to conflict-of-law principles.
Subject to applicable mandatory law, any disputes arising out of or relating to these Terms or the Site shall be brought exclusively in the state or federal courts located in New York, New York.
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12. Severability
If any provision of these Terms is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect.
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13. Entire Agreement
These Terms constitute the entire agreement between you and Meridian Advisory regarding use of the Site and supersede all prior or contemporaneous understandings relating to the Site.
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14. Contact Information
If you have questions about these Terms, please contact:
Meridian Advisory Firm
Email: [insert business email]
Website: www.meridianadvisoryfirm.com
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