Privacy Policy
Last updated: August 2026
Information we collect
We collect the answers you provide in the matching form: ZIP code, primary financial goal, approximate investable assets, timeline, and your name, email address, and phone number. We also collect basic technical data such as your browser type and the pages you view.
How we use it
Your answers are used to identify financial advisors whose focus and experience fit your stated goals, to introduce you to those advisors, and to send you a confirmation of your request.
Who we share it with
Your details are shared with the advisor matching service that facilitates the introduction and with the advisors you are matched to, so they can contact you. We do not sell your information to unrelated third parties.
Contact permission
By submitting the form you agree that matched advisors may contact you by phone, email, or text about your request. Consent is not a condition of any purchase, and you may ask to stop contact at any time.
Your choices
You can request access to, correction of, or deletion of the information you submitted by emailing hello@advisormatchguide.com. We will respond within 30 days.
Retention and security
We retain submitted information for as long as needed to provide the matching service and to meet record-keeping obligations, and we use reasonable administrative and technical safeguards to protect it.
Questions? Write to AdvisorMatch Guide, 1201 Orange Street, Suite 600, Wilmington, DE 19801, USA, or email hello@advisormatchguide.com.