Your Privacy Matters
Prudent Harbor Advisors, LLC is committed to protecting your privacy. This policy describes how we handle information collected through this website. Our client privacy policy, covering nonpublic personal information under Regulation S-P / Gramm-Leach-Bliley, appears below.
Only what you choose to provide via the contact form or consultation request: name, email, phone, and any message. We process no payments and sell nothing here, and do not knowingly collect information from anyone under 18.
Solely to respond to your inquiry and, if you become a client, to deliver advisory services. We never sell, rent, or trade your personal information.
No advertising cookies or third-party ad trackers.
Only with service providers that help us operate the site and firm (website host, email provider) under confidentiality, and as required by law or regulation.
Reasonable administrative, technical, and physical safeguards consistent with the FTC Safeguards Rule.
We keep inquiry information only as long as needed to respond and to meet recordkeeping obligations, then dispose of it securely.
Contact contact@prudentharboradvisors.com to ask what we hold or request deletion, subject to our recordkeeping obligations.
The “last updated” date reflects the current version. Last updated: October 11, 2026.
Prudent Harbor Advisors, LLC ("PHA") recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
We gather information about you so that we can:
We may collect the following types of "nonpublic personal information" about you:
We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in certain circumstances. PHA may disclose client's nonpublic personal information: (1) to individuals and/or entities not affiliated with PHA, including, but not limited to third-parties that assist in the supervision or management of your account(s) (i.e., sub-advisers, account custodian, record keeper, attorney, etc.); (2) to service providers contracted by us in order for us to perform the duties in furtherance of the client's engagement with PHA (i.e. client management systems, archiving technology vendors, cloud service providers, etc.); (3) to your authorized representative or power of attorney; (4) when we receive your prior consent; (5) in connection with a proposed or actual sale, merger, or transfer of all or a portion of our business; and (6) as otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.
We will not sell your personal information. No contact information, including phone numbers and email addresses, will be shared with third parties or affiliates for marketing or promotional purposes. In the event that PHA has a change to its client privacy policy that would allow it to disclose nonpublic personal information not covered under applicable law, PHA will allow its clients the opportunity to opt-out of such disclosure.
We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with PHA will be subject to confidentiality agreements.
Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we will continue to treat your nonpublic personal information with strict confidentiality. We maintain all records regarding all former clients for the retention period required by law.
Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Jonathan Goossen, Chief Compliance Officer of PHA. Please contact Jonathan Goossen at (984) 201-2664 or via email or via email at jonathan.goossen@prudentharboradvisors.com.
Version Date: August 06, 2026