Privacy Policy

A privacy policy is a document that explains how an organization handles any customer, client or employee information gathered in its operations. Privacy and data are very important in the business we are in and we take it very seriously. We review, update, and publish our privacy policy at least annually or more frequently if needed to ensure the security of our clients personal data.


At MillerThayer, we understand the importance of protecting your privacy. This Privacy Policy outlines the types of information we collect, how we use it, and the steps we take to safeguard your personal data.

Information We Collect:

We collect information that is necessary to provide you with our financial services and to operate our website effectively. This information may include:

  • Personal Information: This includes data such as your name, address, phone number, email address, Social Security number (for tax purposes), and date of birth.
  • Financial Information: This may include your income, investment holdings, and other financial details relevant to your financial planning needs.
  • Website Usage Data: When you visit our website, we may collect information about your browsing activity, such as the pages you visit and the links you click. This data is used to improve the user experience and website functionality.

How We Use Your Information:

We use the information we collect for the following purposes:

  • To provide you with financial services: We use your information to process your requests, provide financial advice, and manage your accounts.
  • To improve our services: We may use your information to analyze trends and improve the quality of our services.
  • To comply with legal and regulatory requirements: We may be required to collect and disclose certain information to comply with laws and regulations.
  • To communicate with you: We may use your information to send you important information about your accounts, services, and upcoming events.

Protecting Your Information:

We take the security of your data very seriously. We have implemented a variety of security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:

  • Secure storage: We store your information on secure servers with industry-standard security measures.
  • Data encryption: We encrypt sensitive information, such as your Social Security number, in transit and at rest.
  • Access controls: We restrict access to your information to authorized personnel only.
  • Regular security reviews: We regularly review our security practices to ensure they remain effective.

Your Rights Regarding Your Information:

You have certain rights regarding your personal information, including:

  • The right to access your information: You have the right to request a copy of the information we hold about you.
  • The right to rectify your information: You have the right to request that we correct any inaccurate or incomplete information we hold about you.
  • The right to erase your information: In certain circumstances, you have the right to request that we erase your personal information.

We will not share your personal information with third parties without your consent, except as necessary to provide you with our services or as required by law.

Changes to this Privacy Policy:

We may update this Privacy Policy from time to time. We will post any changes on our website and notify you by email if the changes are material.

Contact Us:

If you have any questions about this Privacy Policy or your privacy rights, please contact us at 617-430-4492 or