Effective Date: 02.17.2026

Fidaris Financial (“Fidaris,” “we,” “our,” or “us”) is committed to protecting your privacy and safeguarding the information you share with us. This Privacy Policy explains how information is collected, used, and protected when you visit our website or communicate with us.

1) Information We Collect

When you interact with our website, we may collect the following information:

Information you provide voluntarily

Name

Email address

Phone number

Messages submitted through contact forms

Appointment scheduling details

This information is only collected when you:

submit a form

request contact

schedule a meeting

Automatically collected information

We may collect limited technical data through standard analytics tools, such as:

IP address

Device type

Browser type

Pages visited

Time spent on site

This information is used to understand website usage and improve performance.

2) How We Use Information

Information collected may be used to:

Respond to inquiries

Schedule and confirm appointments

Provide requested information

Improve website functionality and user experience

Maintain security and prevent misuse

We do not sell personal information.

3) Communications

If you provide contact information, Fidaris may reach out via:

phone

email

text (if consent is provided)

You may opt out of communications at any time.

4) Cookies & Analytics

Our website may use cookies and similar technologies to:

analyze traffic

improve site functionality

support future advertising or remarketing efforts

You can adjust browser settings to disable cookies if preferred.

5) Third-Party Services

We may use trusted third-party platforms for:

scheduling

email communications

analytics

hosting

marketing technology

These providers maintain their own privacy and security standards.

6) Data Security

We implement reasonable administrative and technical safeguards designed to protect personal information.

However, no online transmission can be guaranteed to be completely secure.

7) Children’s Privacy

This website is not intended for individuals under age 13. We do not knowingly collect information from children.

8) Changes to This Policy

This Privacy Policy may be updated periodically. The most current version will always appear on this page.

9) Contact

For questions regarding privacy or data use: [email protected]