Privacy Policy — Everfield Advisory

Last updated: January 2026

Overview

Everfield Advisory ("Everfield," "we," "us") respects your privacy. This policy explains what information we collect through everfieldad.com, how we use it, and the choices available to you. It applies to visitors to our website and does not replace the separate privacy notice provided to advisory clients under Regulation S-P.

Information we collect

We collect information you provide directly, such as your name, email address, phone number, and any details submitted through a contact or consultation form. We also collect limited technical information automatically, including browser type, device information, and pages visited, through standard analytics tools.

How we use information

To respond to inquiries and schedule consultations
To send planning notes or firm updates you've opted into
To maintain and improve the security and functionality of our website
To comply with recordkeeping obligations applicable to registered investment advisers

What we don't do

We do not sell your personal information. We do not share contact information submitted through this website with third parties for their own marketing purposes.

Cookies & analytics

Our website uses standard cookies and analytics tools to understand how visitors use the site. You can disable cookies through your browser settings; doing so may affect some site functionality.

Data retention & security

We retain website inquiry information only as long as reasonably necessary to respond to your request or as required by applicable recordkeeping regulations. We maintain administrative and technical safeguards designed to protect the information you provide.

Your choices

You may request that we delete information you've submitted through this website, or unsubscribe from any email communications, by contacting us at the details below. This does not affect records we are required to retain under applicable law.

Contact

Questions about this policy can be directed to info@everfieldad.com or 951-363-2853, or by mail to 6772 Magnolia Ave, Riverside, CA 92506.