Privacy Policy

Privacy Policy

Effective Date: 01/01/2026

Madison Partners (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy describes how we collect, use, and protect information obtained through our website and communication channels, including SMS text messaging.

Information We Collect

We may collect the following types of information:

• Name

• Email address

• Phone number

• Mailing address

• Financial planning-related information voluntarily provided by you

• Website usage data through cookies and analytics tools

Information is collected when you:

• Complete a contact form

• Schedule an appointment

• Subscribe to marketing communications

• Communicate with us via phone, email, or SMS

How We Use Your Information

We use collected information to:

• Schedule and confirm appointments

• Provide financial planning and investment advisory services

• Respond to inquiries

• Send account-related updates

• Send marketing communications if you have opted in

We do not sell, rent, or share your personal information with third parties for marketing purposes.

SMS Text Messaging Policy

If you provide your mobile number and opt in, you may receive text messages from Madison Partners related to:

• Appointment reminders

• Service-related communications

• Marketing messages, if separately consented to

Message frequency varies depending on your interaction with us. Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP or contact us directly at [Insert Phone Number].

SMS consent is not shared with third parties or affiliates for marketing purposes.

How We Protect Your Information

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse.

Sensitive financial information is transmitted through secure systems and protected in accordance with applicable regulatory requirements.

Cookies and Tracking Technologies

Our website may use cookies and analytics tools to enhance user experience and monitor site performance. You may adjust your browser settings to refuse cookies if desired.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites.

Your Choices

You may:

• Opt out of marketing emails using the unsubscribe link provided

• Opt out of SMS messages by replying STOP

• Contact us to update or request deletion of your information, subject to regulatory recordkeeping requirements

Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact:

Madison Partners

1502 W Broadway Suite 301, Madison, WI 53713

(888) 929-7565

[email protected]

Website: https://web.themadisonpartners.com/home

Updates to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.