Privacy Policy

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At Madison Advisory Group Inc. (“we,” “us,” or “our”), your privacy is a top priority. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or engage with us in any capacity. We are committed to protecting your personal data and complying with all applicable privacy and data protection laws, including U.S. federal and state regulations.

By using our website or services, you consent to the practices described in this Privacy Policy. If you do not agree with our policies and practices, please do not use our website or services.

We collect information in order to provide high-quality financial advisory and investment services. The types of information we collect include:

• Name, email address, phone number, and mailing address
   
• Date of birth and government-issued identification (if required for compliance)
   
• Financial and investment account information
   
• Tax and estate planning information
   
• Employment, income, and asset details
   
• Communication history with our firm
   

• Browser type, device type, IP address, and operating system
   
• Pages visited and interactions with our website
   
• Cookies and other tracking technologies (see Section 7)
   
• Aggregated and anonymized usage statistics
   

In some cases, we may collect sensitive financial or health information necessary to provide personalized services. This information is handled with heightened security and confidentiality.

We use the information we collect to:

• Provide investment advisory and asset management services
   
• Manage client accounts, investments, and portfolios
   
• Process transactions and execute trades on your behalf
   
• Respond to inquiries, requests, and support needs
   
• Comply with legal and regulatory obligations, including anti-money laundering (AML) and know-your-customer (KYC) requirements
   
• Monitor, analyze, and improve our services, website, and communications
   
• Deliver educational content, newsletters, and updates related to investments and market trends
   
• Protect our rights, assets, and the safety of our clients and employees
   

We respect your privacy and will not sell your information. We may share your information in the following circumstances:

We may share information with trusted third-party service providers who assist us in providing services, including technology providers, compliance consultants, data storage services, and administrative support.

We may disclose information if required to do so by law, regulation, or legal process, including responding to subpoenas, court orders, or government investigations.

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity, subject to privacy protections.

We may use or share aggregated or anonymized data that does not identify you personally for research, marketing, or analytics purposes.

We implement appropriate administrative, technical, and physical safeguards to protect your personal and financial information. Measures include:

• Encrypted data transmission and secure storage
   
• Access controls limited to authorized personnel
   
• Regular monitoring for security vulnerabilities and unauthorized access
   

However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Depending on applicable law, you may have the following rights:

• Access: Request access to the personal information we hold about you.
   
• Correction: Request correction of inaccurate or incomplete information.
   
• Deletion: Request deletion of your personal information, subject to legal and regulatory requirements.
   
• Opt-Out: Opt out of marketing communications.
   
• Data Portability: Request a copy of your personal information in a portable format.
   

To exercise your rights, contact us at: info@madisonadvisorygroupinc.com or (872) 231-3505.

Our website uses cookies, web beacons, and similar technologies to enhance user experience, analyze website performance, and tailor content.

• You can adjust your browser settings to refuse cookies or alert you when cookies are being used.
   
• Disabling cookies may affect the functionality of our website.
   

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these sites. We encourage you to read the privacy policies of any website you visit.

Our website and services are not directed to children under the age of 18. We do not knowingly collect personal information from children. If we learn we have collected information from a child without parental consent, we will delete it.

For clients accessing our services from outside the United States, your personal information may be transferred to, stored, and processed in the United States. By using our services, you consent to such transfers and processing in accordance with this Privacy Policy.

We retain your personal and financial information for as long as necessary to:

• Provide services to you
   
• Comply with legal and regulatory obligations
   
• Resolve disputes, enforce agreements, and protect our legal rights
   

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or business operations. The “Effective Date” at the top of this policy indicates the last revision date.

Significant changes will be communicated via our website, email, or other reasonable means. We encourage you to review this Privacy Policy periodically.

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact:

Madison Advisory Group Inc.
875 N. Michigan Ave, Suite 3100
Chicago, IL 60611
Phone: (872) 231-3505
Email: info@madisonadvisorygroupinc.com

We comply with all applicable federal, state, and international privacy laws, including:

• U.S. Securities and Exchange Commission (SEC) regulations
   
• Financial Industry Regulatory Authority (FINRA) compliance rules
   
• Gramm-Leach-Bliley Act (GLBA) for financial institutions
   
• Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements