Privacy Policy

1. Scope

This policy applies to all visitors, clients, and contacts interacting with our website (dmadvisorygroup.com), scheduling platforms (such as Calendly), and communication channels. By using our site, you consent to the practices described herein.

2. Information We Collect

• Contact Information: name, email address, phone number, company name, and message content provided through forms or booking links.
• Communications: records of correspondence, inquiries, or scheduling details.
• Technical Data: IP address, browser type, device information, and analytics data collected via cookies or log files.

We do not knowingly collect sensitive information such as financial, health, or biometric data.

3. How We Use Your Information

We process personal information to:

• Respond to inquiries and provide requested services
• Schedule and confirm consultations
• Send relevant updates, resources, or insights
• Comply with legal and regulatory obligations
• Improve website performance and client experience

4. Standard Communications

By submitting a form or booking with DM Advisory, you agree to receive standard communications related to your inquiry or engagement. These may include:

• Responses to inquiries and confirmations
• Follow-ups regarding scheduling or services
• Occasional professional insights or company updates

You may opt out at any time by replying “unsubscribe” or contacting us at privacy@dmadvisorygroup.com.

5. Legal Basis for Processing

For users subject to GDPR or similar laws, our legal bases include:

• Consent (you voluntarily provide information)
• Contractual necessity (to fulfill your request or engagement)
• Legitimate interest (to operate and improve our business responsibly)
• Legal obligation (to comply with applicable laws)

6. Data Sharing and Service Providers

We do not sell, rent, or trade personal data. We may share limited information with trusted service providers who perform functions on our behalf, including:

• Calendly (meeting scheduling)
• Vercel (secure hosting and deployment)
• Google Workspace (email and file management)
• Analytics tools (non-identifiable traffic insights)

These providers are contractually bound to protect your data and process it only as instructed.

7. Data Retention

We retain personal data only as long as necessary to fulfill the purposes for which it was collected or as required by law. When information is no longer needed, it is securely deleted or anonymized.

8. Cookies and Analytics

We use cookies and similar technologies to understand website performance. Cookies do not personally identify you and can be disabled in your browser settings.

9. Your Privacy Rights

Depending on your jurisdiction (e.g., California, Virginia, the EEA), you may have the following rights:

• Access – request a copy of personal data we hold
• Correction – update or rectify inaccurate data
• Deletion – request that we delete your personal information
• Restriction – limit processing in certain circumstances
• Opt-out – object to communications or data sharing

To exercise any of these rights, email privacy@dmadvisorygroup.com. We may verify your identity before processing requests.

10. Security

We maintain administrative, technical, and physical safeguards to protect your data. While we strive to use commercially reasonable means, no system is completely secure, and we cannot guarantee absolute protection.

11. International Data Transfers

As a U.S. company, your data may be stored and processed in the United States. By providing information, you consent to this transfer under applicable law.

12. Children’s Privacy

Our services are not directed to individuals under 16. We do not knowingly collect data from minors. If you believe a child has provided us personal information, contact us to remove it.

13. Limitation of Liability

To the fullest extent permitted by law, DM Advisory Group LLC shall not be liable for any damages (including negligence, indirect, consequential, or incidental losses) arising from or related to unauthorized access, use, or disclosure of personal information, except to the extent directly caused by our willful misconduct. Any liability shall be limited to the amount paid (if any) by you for services rendered.

14. Governing Law

This Privacy Policy is governed by the laws of the State of Texas, United States, without regard to conflict-of-law principles. Any disputes shall be resolved in the courts located in Tarrant County, Texas.

15. Updates to This Policy

We may update this Privacy Policy periodically. Updates take effect upon posting. The “Effective Date” above reflects the most recent revision.

16. Contact Us

For privacy inquiries or rights requests, contact:
DM Advisory Group LLC
Email: privacy@dmadvisorygroup.com
Mailing Address: 5005 W Royal Ln, Suite 100, Irving, TX 75063, USA