Privacy policy.

Effective Date: 01/01/2025

Introduction

At Frederick Dean Advisory Group, we take privacy seriously. This policy outlines how we collect, use, and safeguard personal information when you visit our website or engage our services—whether for yourself, your firm, or your clients. By accessing our site or communicating with us, you consent to the practices described below.

This policy applies to all users, including professional advisory firms and their clients.

Information We Collect

We collect only the information necessary to support secure, effective, and personalized service. This may include:

  • Your name

  • Email address

  • Phone number

  • Details about your firm, your role, or a prospective engagement

  • Information submitted through contact forms, questionnaires, or correspondence

  • Additional information shared for the purpose of initiating or managing an advisory relationship

We may also collect limited technical data automatically via cookies or other tracking technologies. (See Cookies & Tracking Technologies below.)

How We Use Your Information

Information is used to:

  • Deliver, manage, and improve our services

  • Coordinate engagements referred by professional firms

  • Communicate with you regarding inquiries, assessments, or projects

  • Send occasional updates or relevant insights (opt-out available)

  • Analyze web traffic and improve site performance

  • Support internal operations and service continuity

Information Sharing

We do not sell or rent personal information. In limited cases, we may share data with trusted service providers—such as IT or communications partners—strictly to support internal operations. These providers are bound by confidentiality obligations aligned with our own.

We may also disclose information:

  • To comply with applicable laws or lawful requests

  • To protect the rights, safety, or integrity of Frederick Dean, our clients, or others

Professional firms referring clients confirm that they have obtained appropriate consent to share relevant information with us. Any client or household data received is treated with the same discretion as information collected directly.

Third-Party Vendor Coordination

When coordinating with outside service providers (e.g., residential staff, travel vendors, or specialty consultants), we may share only the information necessary to complete a specific task or engagement. All third-party partners are expected to uphold professional confidentiality and data protection standards. Where appropriate, we formalize these obligations through NDAs or service agreements.

Cookies & Tracking Technologies

Our website uses cookies and similar tools to support usability, performance, and design improvements. These technologies help us understand how users interact with the site and guide refinements accordingly.

You may manage or disable cookies via your browser settings. Please note that certain features may be limited as a result.

Data Retention

We retain personal data only as long as necessary to fulfill its intended purpose, support ongoing engagements, or meet legal requirements. Once no longer needed, data is securely deleted or anonymized.

Data Security

We maintain strong safeguards to protect personal information against loss, misuse, or unauthorized access. While no system is infallible, we are committed to continuous improvement and vigilance in our approach to security.

Your Rights

You have the right to request access to, correction of, or deletion of your personal data. To make a request, please contact us at: legal@frederickdeangroup.com

Governing Law

This Privacy Policy is governed by the laws of the State of Florida, without regard to conflict-of-law principles.

Updates

This policy may be updated from time to time. All changes will be posted on this page with an updated effective date. We encourage periodic review.

Contact

For questions, requests, or concerns related to this Privacy Policy, please contact: legal@frederickdeangroup.com