Privacy Policy

Last updated: July 17, 2026

MSM Advisors, LLC(“MSM Advisors,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit msmadvisors.net(the “Site”), request a consultation, or otherwise interact with us. It also explains the privacy rights available to you under applicable laws, including California and European data-protection law.

This policy addresses information collected through our public website and marketing forms. Information you provide to us in the course of an engagement as a client is additionally governed by our professional confidentiality obligations, described in our Confidentiality Statement.

Information We Collect

We collect information in two ways: information you provide directly and information collected automatically as you use the Site.

Information you provide to us

When you complete our consultation intake form, request information, subscribe to updates, or otherwise contact us, you may provide:

• Contact details — your name, email address, phone number, and mailing address.
• Company details — your business name, industry, entity type, role, and website.
• Financial information — high-level details you choose to share to help us scope a potential engagement, such as your approximate annual revenue range, the services you are interested in, and a description of your current situation.
• Communications — the content of messages, emails, and other correspondence you send to us.

Please share only the level of detail necessary to start a conversation through our web forms. Sensitive documents and detailed financial records should be exchanged through our secure client portal rather than by email or web form — see our ShareFile resources.

Information collected automatically

When you visit the Site, certain information is collected automatically through cookies and similar technologies, including:

• Device and browser information (such as browser type, operating system, and screen size);
• Your IP address and general, city-level geographic location;
• Usage data such as the pages you view, the links you click, the referring website, and the dates and times of your visits.

We use analytics tools to understand how visitors use the Site so we can improve it. Non-essential analytics cookies are only used with your consent. For a full description of the cookies we use and how to manage them, see our Cookie Policy.

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule and conduct consultations;
• Evaluate whether our services are a good fit for your business and prepare proposals;
• Provide, maintain, and improve our services and the Site;
• Send administrative information, service updates, and — where you have opted in — newsletters and educational content;
• Analyze Site usage and trends to improve content, performance, and user experience;
• Detect, prevent, and address security incidents, fraud, and misuse; and
• Comply with our legal, regulatory, and professional obligations.

You can unsubscribe from marketing messages at any time using the link in the email or by contacting us. We may still send you non-promotional messages related to an active engagement.

Legal Bases for Processing

Where data-protection laws such as the EU/UK General Data Protection Regulation (GDPR) apply, we rely on the following legal bases to process your personal information:

• Consent — for example, when you opt in to analytics cookies or subscribe to marketing communications. You may withdraw consent at any time.
• Performance of a contract — to respond to your requests and to provide services you have engaged us for.
• Legitimate interests — to operate, secure, and improve our Site and business, provided those interests are not overridden by your rights.
• Legal obligation — to comply with applicable laws and professional standards.

How We Share Information

We do not sell your personal information, and we do not share it for cross-context behavioral advertising. We disclose information only in the limited circumstances below:

• Service providers. We work with trusted vendors who perform functions on our behalf — such as website hosting, analytics, email delivery, secure file exchange, and practice management. These providers may access personal information only to perform services for us and are contractually required to protect it.
• Professional and legal requirements. We may disclose information when required by law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of MSM Advisors, our clients, or others.
• Business transfers. If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction, subject to this policy.

Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this policy, to provide our services, and to comply with our legal, tax, accounting, and professional obligations. Records associated with professional engagements are retained in accordance with applicable records-retention requirements. When information is no longer needed, we securely delete or de-identify it.

How We Protect Your Information

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, alteration, and disclosure. These include encryption in transit, access controls, and the use of a secure client portal for exchanging sensitive documents. No method of transmission or storage is completely secure, however, so we cannot guarantee absolute security.

Your Privacy Rights

Depending on where you live, you may have some or all of the following rights regarding your personal information:

• Access — request a copy of the personal information we hold about you;
• Correction — ask us to correct inaccurate or incomplete information;
• Deletion — ask us to delete personal information, subject to legal and professional retention obligations;
• Portability — request a copy of certain information in a portable format;
• Restriction and objection — ask us to limit or stop certain processing; and
• Withdraw consent — where we rely on consent, you may withdraw it at any time.

To exercise any of these rights, contact us using the details below. We will respond within the time required by applicable law and will not discriminate against you for exercising your rights.

California Privacy Rights (CCPA/CPRA)

If you are a California resident, the California Consumer Privacy Act, as amended by the California Privacy Rights Act, provides you with specific rights, including the right to know what personal information we collect and how we use it, the right to request deletion, the right to correct inaccurate information, and the right to opt out of the sale or sharing of personal information.

MSM Advisors does not sell or share your personal information as those terms are defined under California law. You may exercise your California rights by contacting us using the information below. You may designate an authorized agent to make a request on your behalf, and we will not discriminate against you for exercising your rights.

Rights for Users in the EEA and UK (GDPR)

If you are located in the European Economic Area, the United Kingdom, or Switzerland, you have the rights described in the “Your Privacy Rights” section above, and you have the right to lodge a complaint with your local data-protection authority. Where we transfer information outside your country, we take steps to ensure it receives an adequate level of protection. MSM Advisors is the controller of the personal information described in this policy.

Children’s Privacy

The Site is intended for a business audience and is not directed to children under the age of 16. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us and we will take steps to delete it.

Cookies and Tracking Technologies

We use cookies and similar technologies to operate the Site and, with your consent, to analyze how it is used. You can control non-essential cookies through our consent banner and your browser settings. For details, please read our Cookie Policy.

Third-Party Links

The Site may contain links to third-party websites and tools, such as our secure client portals. We are not responsible for the privacy practices of those third parties, and we encourage you to review their privacy policies before providing them with personal information.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we do, we will revise the “Last updated” date above. We encourage you to review this page periodically.

Contact Us

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

MSM Advisors, LLC
1755 North Brown Road, Suite 200
Lawrenceville, GA 30043
Phone: 678-804-5530
Email: info@msmadvisors.net