Privacy Policy

Meridian Financial Partners ("Meridian," "we," "us") is committed to safeguarding your personal information. This policy describes the information we collect through meridianfinancialpartners.com, how we use it, and the choices you have.

If you become a client of the firm, you will also receive a separate privacy notice describing how we handle your nonpublic personal information as part of our advisory services. That notice governs client information; this policy covers our website.

Information you provide to us

We collect information you choose to give us, including when you:

• Contact us through a form or by email. When you submit our contact form, we collect your name and email address (required) and any optional details you share, such as your phone number, preferred time to be reached, services of interest, how you heard about us, and your message.
• Subscribe to our newsletter or text updates. We collect your email address, and your mobile number if you ask to receive text messages.
• Register for a webinar or event. Registrations may be handled through a third-party platform such as Zoom; the information you provide there is also subject to that platform's privacy policy.
• Leave a comment on an article. We collect the name you provide, your email address (so we can contact you about your comment), and the comment itself.
• Apply for a position. We collect the details you submit with your application, which may include your resume and contact information.
• Email us directly. Anything you send to info@meridianfinancialpartners.com is, of course, information you have given us.

Information collected automatically

Like most websites, we keep records of site visits to understand which articles and pages are useful. These records include the page viewed, the date and time, and the page you arrived from. They are collected in a way that does not use cross-site tracking or advertising cookies, and they are stored on our own systems. Administrative pages of the site are excluded.

We also use Google Analytics 4 to measure overall site usage. Analytics is opt-in only: unless you click "Accept" on the cookie notice, Google Analytics is not activated for your visit. When you accept, we configure it in an anonymized way — advertising features are disabled, and IP addresses are not used for storage. We never send Google Analytics the content of your form submissions.

Cookies and similar technologies

We use only the small number of cookies and browser-storage items needed for the site to function, plus the analytics described above. Your cookie choice is stored in your browser. If you decline, analytics cookies are not set. You can change your choice at any time by clearing your browser's site data for this website, which will bring the cookie notice back on your next visit.

How we use information

We use the information we collect to:

• Respond to your inquiries and provide the services you request;
• Send you newsletters, event invitations, and updates you have asked for;
• Moderate and manage comments on our articles;
• Evaluate job applications;
• Understand how the website is used so we can improve it;
• Protect the website against misuse, spam, and fraud; and
• Comply with legal and regulatory obligations.

We do not sell your personal information, and we do not share it for cross-context behavioral advertising.

How we share information

We share personal information only in limited circumstances:

• Service providers. Companies that help us operate the site and deliver communications — for example, our newsletter platform (Mailchimp) and our email delivery service — process information on our behalf under contract.
• Professional advisers. Our attorneys, accountants, and compliance consultants, when they need the information to advise us.
• Legal requirements. When required by law, regulation, subpoena, or valid legal process, or to protect the rights, property, or safety of Meridian, our clients, or others.

Newsletter and email preferences

Every newsletter we send includes an unsubscribe link, and you can stop text messages at any time by replying STOP. You can also ask us to remove you from any list by emailing info@meridianfinancialpartners.com.

Comments

Comments are reviewed by our team before they appear. The name you provide is shown publicly with your comment; your email address is not. We retain comment records for up to five years, after which they are removed.

How long we keep information

We keep personal information only as long as we need it for the purposes described above — for example, to respond to your inquiry, honor your subscription, or meet our recordkeeping obligations. When information is no longer needed, we delete it or remove the personal details from it.

Security

We use administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is completely secure, so please do not send sensitive financial details — such as account numbers or Social Security numbers — through this website's forms or by email.

Links to other websites

Our articles and pages may link to other websites or embed content from other services, such as YouTube videos or event registration pages. Those sites and services have their own privacy practices, which we do not control.

Your rights and choices

You may contact us at any time to:

• Request a copy of the personal information we hold about you;
• Ask us to correct or delete it;
• Withdraw a consent you previously gave; or
• Unsubscribe from newsletters or text messages.

Depending on where you live, you may also have rights under applicable privacy laws, such as the Virginia Consumer Data Protection Act. We will not discriminate against you for exercising any of these rights.

Children's privacy

This website is not directed to children under 13, and we do not knowingly collect personal information from them.

Changes to this policy

We may update this policy from time to time. The updated version will always be posted on this page with its revision date.

Contact us

Questions about this policy or about your personal information can be sent to info@meridianfinancialpartners.com, or you can call us at (540) 878-5416.

You can also visit or write to us at 39 S 4th Street, Warrenton, VA 20186 (Monday – Friday, 9am – 4pm).