Privacy Policy

Overview

Oak Ridge Advisory LLC ("Oak Ridge Advisory," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard information gathered through this website (ridgeadvisorygroup.com) and in connection with inquiries about our services.

Oak Ridge Advisory provides fractional CFO, controller, and bookkeeping services to businesses and organizations. This policy applies to website visitors and prospective clients. It does not govern information collected under a separate client engagement agreement, which is addressed in our engagement documentation.

Information We Collect

We collect information in two ways: information you provide directly, and information collected automatically when you visit our website.

Information you provide directly:

• Your name, email address, and phone number when submitted via the contact form
• Your company name and description of your financial situation or needs
• Any additional information you choose to include in your message

Information collected automatically:

• Your IP address and general geographic region
• Browser type, device type, and operating system
• Pages visited, time spent on the site, and referring URL
• Date and time of your visit

We do not collect sensitive personal information such as Social Security numbers, financial account numbers, tax identification numbers, or payment card data through this website.

How We Use It

We use the information we collect for the following purposes:

• To respond to your inquiry and schedule a consultation
• To assess whether our services are a good fit for your needs
• To communicate with you about a potential or active engagement
• To improve the content and usability of this website
• To fulfill any legal or regulatory obligations that apply to us

We will not use your contact information to send unsolicited marketing communications. If you reach out and we do not enter into an engagement, your information will not be added to any marketing list.

Sharing & Disclosure

Oak Ridge Advisory does not sell, rent, or trade your personal information to third parties. We may share your information only in limited circumstances:

• Service providers: We use a small number of trusted technology services to operate this website (see Third-Party Services below). These providers may process your information solely to support website functionality and are prohibited from using it for other purposes.
• Legal requirements: We may disclose your information if required by law, court order, or governmental authority, or when necessary to protect our rights, your safety, or the safety of others.
• Business transfers: In the unlikely event that Oak Ridge Advisory is acquired, merged, or transferred, your information may be part of transferred assets. You would be notified of any material change in data handling practices.

Third-Party Services

This website uses a limited number of third-party services. Each has its own privacy practices:

• Netlify: Our website is hosted on Netlify, which processes contact form submissions and stores standard server log data. See Netlify's privacy policy at netlify.com for details.
• Google Fonts: We use Google Fonts to load web typography. When a page loads, your browser makes a request to Google's servers. See Google's privacy policy at policies.google.com for details.

We do not use advertising networks, social media tracking pixels, or behavioral retargeting tools on this website.

Cookies & Tracking

This website uses minimal tracking. We do not use advertising cookies, third-party analytics platforms, or persistent tracking technologies for marketing purposes.

Standard server-side logging is handled by our hosting provider (Netlify) as part of normal website operation. Google Fonts may log a request when loading font files. Neither is used for advertising or behavioral tracking by Oak Ridge Advisory.

You can adjust your browser settings to block or delete cookies at any time without affecting your ability to use this website.

Data Security

We take reasonable precautions to protect information submitted through this website. Our site is served over HTTPS, and contact form submissions are handled through Netlify's secure infrastructure.

No method of transmission over the internet is 100% secure. We encourage you to avoid submitting highly sensitive information — such as financial account numbers or tax IDs — through the contact form. Such information is handled exclusively within the scope of a formal client engagement.

Data Retention

We retain contact form submissions and related correspondence for as long as reasonably necessary to respond to your inquiry and evaluate a potential engagement. If an engagement does not result, we retain your information for no longer than two years, after which it is deleted or anonymized.

Information related to active or completed client engagements is governed by our engagement documentation and applicable professional and legal retention standards.

Your Rights

You may have certain rights regarding your personal information. New Jersey residents and others may have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information, subject to legal obligations
• Opt out of future communications from us

To exercise any of these rights, please contact us below. We will respond to verifiable requests within a reasonable time frame.

Children's Privacy

This website is intended solely for business use and is not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has submitted information through this website, please contact us and we will promptly delete it.

Policy Changes

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we do, we will update the effective date at the top of this page. Continued use of this website after any changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us: