Privacy Policy
Monarch Financial Advisory Group
Effective Date: 1/1/2026
Overview
Monarch Financial Advisory Group (“Monarch,” “we,” “our,” or “us”) is committed to protecting the confidentiality, integrity, and security of your personal and financial information. We adhere to applicable federal and Florida laws, including the Florida Information Protection Act (FIPA), and uphold strict standards of discretion in all client relationships.
Information We Collect
Personal Information
Name
Email address
Phone number
Business information
Any information you voluntarily provide
Financial & Business Information
Accounting records and bookkeeping data
Financial statements and reports
Payroll and transactional data
Financial account information (when required)
Technical Information
IP address
Browser and device type
Website usage data (cookies and analytics)
How We Use Your Information
We use your information solely to provide and improve our services. This includes:
Delivering bookkeeping, fractional controller, and financial analysis services
Preparing financial reports and insights
Communicating with you regarding your account
Maintaining legal and regulatory compliance
Enhancing our operations and client experience
We do not use your information for unrelated marketing without your consent.
Client Confidentiality
Confidentiality is fundamental to our practice.
All client information is treated as strictly confidential and is never sold or disclosed except as necessary to provide our services or as required by law.
We maintain internal safeguards to:
Restrict access to sensitive information
Ensure confidentiality obligations are upheld
Protect financial and proprietary data with discretion
Information Sharing
We do not sell or rent your personal information.
We may share information only:
With trusted third-party providers essential to delivering our services
When required by law or legal process
To protect rights, security, or property
All third parties are required to maintain strict confidentiality.
Data Security (Florida Compliance)
In accordance with the Florida Information Protection Act (FIPA), we implement reasonable safeguards to protect your data, including:
Secure and encrypted systems
Controlled access to sensitive information
Ongoing monitoring for potential risks
If a data breach occurs, notifications will be provided as required by Florida law.
Cookies and Tracking
Our website may use cookies to improve user experience and analyze traffic. You can adjust your browser settings to disable cookies if preferred.
Your Rights
You have the right to:
Request access to your personal information
Request corrections to inaccurate data
Request deletion of your information (subject to legal requirements)
To make a request, contact us using the details below.
Data Retention
We retain information only as long as necessary to provide services and comply with legal, tax, and regulatory obligations.
Third-Party Links
Our website may include links to third-party websites. We are not responsible for their privacy practices.
Policy Updates
This Privacy Policy may be updated periodically. Any changes will be reflected on this page with an updated effective date.