Privacy Policy

Effective Date: Sep 16, 2025

Brio Advisors LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting the information you share with us through our website and communication platforms. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website, submit forms, or communicate with us via SMS/text messages.

By accessing or using our website or communicating with us in any manner, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following categories of information:

a. Personal Information

When you interact with us, including through web forms, scheduling tools, or direct communication, we may collect:

Full name

Email address

Phone number

Company name

Any other information you voluntarily provide

b. Automatically Collected Information

We may use cookies, log files, and analytics tools to collect:

IP address

Browser type

Operating system

Pages visited and duration

Referring/exit pages

2. How We Use Your Information

We may use the information we collect to:

Provide, operate, and maintain our website and services

Respond to inquiries and provide customer support

Send administrative information (e.g., updates, policy changes)

Communicate with you via SMS/text messages (see Section 4)

Improve our website, marketing, and service offerings

Comply with applicable laws and regulations

3. Sharing and Disclosure of Information

We do not sell or rent your personal information. We may share information:

With trusted third-party service providers who assist us in operating our business (e.g., CRM platforms, analytics providers)

As required by law, regulation, or legal process

To protect the rights, property, or safety of Brio Advisors LLC, our users, or others

With your explicit consent

4. SMS/Text Message Communications

By submitting a contact form on our website or by texting “START” to any phone number associated with Brio Advisors LLC, you consent to receive SMS/text messages from us related to your inquiry, services, or updates from Brio Advisors LLC.

Important SMS Terms:

Consent: You affirm that you are the subscriber or customary user of the mobile number provided and that you have the authority to consent to receive messages.

Frequency: Message frequency may vary depending on your interaction with us.

Opt-Out: You may opt out at any time by replying “STOP” to any message. After opting out, you will receive a confirmation message, and no further messages will be sent unless you opt back in.

Data & Message Rates: Message and data rates may apply based on your mobile carrier and plan. Brio Advisors LLC is not responsible for any charges incurred by your service provider.

We take reasonable precautions to secure SMS communications but cannot guarantee security over mobile networks. Do not send sensitive personal or financial information via text.

5. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance user experience and analyze site usage. You can control the use of cookies through your browser settings.

6. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or the content of such websites. We encourage you to review their privacy policies before providing any personal information.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect the information we collect. However, no method of transmission over the internet or electronic storage is 100% secure. Therefore, we cannot guarantee its absolute security.

8. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal data, including:

The right to access or correct your information

The right to request deletion

The right to withdraw consent for marketing communications

To exercise any of these rights, please contact us using the information provided below.

9. Children’s Privacy

Our website and services are not intended for individuals under the age of 18. We do not knowingly collect information from anyone under 18. If we learn that we have collected information from a minor, we will delete it promptly.

10. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Effective Date.” Your continued use of our site or services after such changes constitutes your acceptance of the revised policy.

11. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact:

Brio Advisors LLC

1309 Coffeen Ave, Suite 1200, Sheridan, WY 82801

(888) 321-2746

frank@brioadv.com