Privacy Policy
Effective Date: 9/1/2026
Thank you for visiting the Greg Miller & Associates website (the “Site”). Greg Miller & Associates (“we,” “us,” or “our”) recognizes the importance of privacy when individuals explore financial planning and related professional services. This Privacy Policy describes the information we may collect through the Site, the purposes for which it may be used, the circumstances in which it may be disclosed, and the choices that may be available to you.
Please review this Privacy Policy carefully to understand our practices concerning information collected through the Site. By accessing or using the Site, you acknowledge the practices described below. If you do not agree with this Policy, please discontinue use of the Site.
Scope of This Privacy Policy
This Privacy Policy applies to information collected through the Greg Miller & Associates website and certain online interactions associated with our financial planning and related services. It covers information submitted directly by visitors, information generated through use of the Site, and information that may be received from third-party sources supporting our business operations.
This Policy primarily addresses website-related information. Information provided in connection with an established financial, advisory, insurance, estate-planning, or other professional-service relationship may also be governed by separate agreements, disclosures, privacy notices, or regulatory requirements. This Privacy Policy does not replace or modify any separate privacy notice, client agreement, regulatory disclosure, or other document that applies to a particular professional relationship or service.
Information We Collect
The nature of the information we may receive depends on how you use the Site, the services about which you inquire, and the information you choose to provide.
Contact and Inquiry Information
When you contact Greg Miller & Associates, we may receive information such as your name, telephone number, email address, and the details included in your question or request.
We may use this information to identify the nature of your inquiry and provide an appropriate response.
Financial and Service-Related Information
If you inquire about financial planning, retirement, estate planning, insurance, or related services, you may voluntarily provide information concerning your financial goals, interests, circumstances, or service needs.
The information collected through the Site will depend on the nature of your request and the particular feature you use. We encourage visitors not to submit sensitive financial information through general website forms unless specifically requested through an appropriate channel.
Professional and Account-Related Information
Certain interactions may involve information related to an existing or prospective professional relationship, including details you choose to provide concerning services, accounts, financial objectives, or other relevant matters.
Information associated with formal financial or advisory services may be collected and maintained separately from general Site information and may be subject to additional privacy, contractual, or regulatory requirements.
Website Usage Information
When you browse the Site, certain technical information may be collected automatically. This may include your IP address, browser type, device information, operating system, referring source, pages viewed, and general information about your activity on the Site.
We may use this information to better understand website traffic, evaluate Site performance, maintain functionality, and improve the experience available to visitors.
Information From Third-Party Sources
We may receive information from third-party providers, affiliated entities, or professional organizations that assist with website operations, communications, analytics, business administration, or the delivery of related services.
The information available to us will depend on the third party involved, the services being provided, and the nature of your interaction.
How We Use Your Information
Information collected through the Site may be used to respond to visitors, support our professional and administrative operations, communicate about relevant services, maintain the Site, and meet applicable legal or regulatory responsibilities.
Providing and Supporting Financial Services
Information you provide may be used to understand your interest in financial planning and related services, address service requests, or support appropriate follow-up regarding matters you have raised with us.
Information used in connection with an established professional relationship may also be handled according to separate agreements, privacy notices, regulatory disclosures, or other requirements applicable to the service and provider involved.
Responding to Clients and Prospective Clients
We may use information submitted through the Site to answer questions, provide requested information, or respond to individuals interested in working with Greg Miller & Associates.
Your information may also be used to determine the appropriate person, professional, affiliated entity, or service provider to address a particular inquiry.
Business and Administrative Purposes
We may use information to manage communications, maintain appropriate business records, coordinate internal administrative activities, support our operations, and carry out other functions reasonably necessary to manage the business.
Communications
We may use contact information you provide to communicate with you about your inquiry, requested information, services in which you have expressed interest, or other matters connected with your interaction with us.
Certain communications may provide options for managing your preferences where applicable.
Website Operations and Improvement
Technical and usage information may be used to monitor Site performance, identify technical issues, understand general visitor behavior, maintain security and functionality, and improve the organization and usefulness of our online content.
Legal, Regulatory, and Compliance Purposes
We may use information when reasonably necessary to comply with applicable laws, regulations, legal processes, professional requirements, or requests from authorized governmental or regulatory bodies.
Information may also be used to maintain appropriate records, protect our legal rights, address suspected fraud or misuse, manage risk, and support compliance obligations that may apply to particular professional services.
How We May Disclose Information
We may disclose information in circumstances reasonably necessary to support our business and professional activities, work with service providers or affiliated professionals, comply with legal requirements, or protect legitimate interests.
Service Providers
We may disclose information to third parties that provide services on our behalf, such as website hosting, technology support, communications, analytics, administrative assistance, or other operational services.
These providers may receive information only as reasonably necessary to perform the services for which they are engaged, subject to applicable contractual and legal requirements.
Professional and Affiliated Service Providers
Financial planning may involve services provided or supported by separate professional or affiliated entities. Where appropriate, information may be shared with financial, advisory, insurance, legal, tax, administrative, or other professional providers when reasonably necessary to address your request or support services in which you are involved.
This may include interactions involving Gaudian Capital, LLC where advisory services are concerned, or other professionals and organizations involved in providing or supporting related services.
The privacy practices, regulatory obligations, and information-handling requirements applicable to another provider may differ from those described in this website Privacy Policy.
Legal and Regulatory Disclosures
We may disclose information when required or permitted by law, regulation, subpoena, court order, governmental request, regulatory inquiry, or other lawful process.
Information may also be disclosed when reasonably necessary to protect our rights or property, investigate suspected fraud or security concerns, enforce applicable agreements, or protect clients, visitors, professionals, or others.
Business Transactions
If Greg Miller & Associates becomes involved in a merger, acquisition, restructuring, sale or transfer of assets, succession, or similar business transaction, information may be reviewed, disclosed, or transferred as part of that transaction, subject to applicable law and regulatory requirements.
Cookies and Similar Technologies
The Site may use cookies and similar technologies to support website functionality, recognize certain preferences, evaluate general Site activity, and understand how visitors interact with online content.
Cookies are small files that may be placed on your browser or device. Most browsers allow you to restrict, block, or delete cookies through their settings. Disabling certain technologies may affect the performance or availability of some Site features.
Third-party services used in connection with the Site may also employ their own cookies or comparable technologies under their respective privacy policies.
Data Security
Greg Miller & Associates uses reasonable administrative, technical, and organizational safeguards intended to protect information collected through the Site against unauthorized access, misuse, loss, alteration, or disclosure.
Nevertheless, no website, electronic communication, or data-storage method can be guaranteed to be completely secure. Visitors should use appropriate caution when transmitting information online and should avoid submitting sensitive financial or personal information through general Site features that are not specifically designed to receive it.
Data Retention
We may retain information collected through the Site for as long as reasonably necessary to address the purpose for which it was collected, support business and professional operations, maintain appropriate records, comply with applicable legal or regulatory obligations, resolve disputes, and protect our rights.
Retention periods may vary according to the nature of the information, the services involved, and any business, professional, contractual, or regulatory requirements that apply.
Your Privacy Rights and Choices
Depending on your location and applicable law, you may have certain rights or choices concerning personal information collected through the Site. These may include rights to request access to, correction of, or deletion of certain information, subject to applicable exceptions and legal requirements.
Different rights, procedures, or privacy notices may apply to information maintained in connection with regulated financial or professional services.
We may take reasonable steps to verify your identity before processing certain privacy-related requests.
Communications and Preference Management
You may receive communications in response to inquiries, requests for information, or other interactions you initiate with Greg Miller & Associates.
Where applicable, communications may provide a method for updating preferences or opting out of certain nonessential messages. Communications necessary to administer an existing request, relationship, or service may still be sent when appropriate.
Third-Party Websites and Services
The Site may contain links to third-party websites, professional resources, service providers, affiliated entities, or external platforms. Greg Miller & Associates does not control the privacy, security, or information-handling practices of those third parties.
When you interact directly with an external website or service, information you provide is subject to that provider’s own privacy policy, disclosures, and terms. We encourage you to review those materials before providing personal or financial information.
Information Related to Financial Services
Information made available through the Site is intended for general informational purposes and should not be treated as individualized financial, investment, tax, insurance, or legal advice solely on the basis of your use of the Site.
Information provided as part of an established professional relationship may be handled according to the requirements applicable to the particular service and provider involved. Separate forms, agreements, disclosures, privacy notices, or regulatory requirements may govern information collected for those purposes.
Regulatory and Professional Disclosures
Advisory services referenced through the Site are offered through Guardian Capital, LLC, an SEC-registered advisory firm. Insurance products and estate-planning services are offered through Greg Miller & Associates, an affiliated company.
Because these services may be provided by different entities or professionals, the privacy practices, regulatory obligations, agreements, disclosures, and information-handling requirements applicable to a particular relationship may vary depending on the service and provider involved.
Information provided directly to Guardian Capital, LLC in connection with advisory services may be subject to Guardian Capital, LLC’s own applicable privacy notices, regulatory requirements, client agreements, and disclosures. Likewise, information provided in connection with insurance, estate-planning, legal, tax, or other professional services may be subject to separate requirements applicable to the entity or professional providing those services.
Nothing in this website Privacy Policy replaces, limits, or modifies any privacy notice, regulatory disclosure, client agreement, consent, or other document that applies to a particular financial, advisory, insurance, estate-planning, or professional relationship.
Children’s Privacy
The Site is intended for adults seeking information about financial planning and related professional services and is not directed toward children.
We do not intend to knowingly collect personal information directly from children through the Site. If you believe a child has submitted personal information without appropriate authorization from a parent or legal guardian, please contact us so that we may review the matter.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our Site, business practices, professional services, affiliated relationships, technology, or applicable legal and regulatory requirements.
When revisions are made, the Effective Date displayed at the top of this page may be updated. We encourage visitors to review this Policy periodically to stay informed about our current privacy practices.
Contact Information
If you have questions about this Privacy Policy or the handling of information collected through the Site, please contact:
Greg Miller & Associates
109 VIP Drive
Wexford, PA 15090
Phone: 724-934-3050