Privacy Policy

Last Updated: April 7th, 2026

1. Introduction

Ascent Financial Group (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://www.ascent-financial.com/ and when you engage with our services, including SMS communications.


2. Information We Collect

We may collect the following categories of personal information:

  • Identity Information: Name
  • Contact Information: Email address, phone number, mailing address
  • Financial/Service Information: Information related to financial planning services you request
  • Technical Data: IP address, browser type, device information
  • Usage Data: Pages visited, time on site, interactions
  • Communication Preferences: Marketing and SMS consent preferences


3. How We Collect Information

We collect information through:

  • Website forms (contact forms, consultation requests)
  • Direct communications (email, phone, SMS)
  • Cookies and tracking technologies
  • Third-party service providers supporting our website and services


4. How We Use Your Information

We use your information to:

  • Provide and manage financial planning services
  • Respond to inquiries and communicate with you
  • Send administrative updates and service notifications
  • Improve our website and user experience
  • Comply with legal and regulatory obligations


5. SMS Communications (IMPORTANT DISCLOSURE)

If you opt in to receive SMS messages from Ascent Financial Group:

  • You may receive messages related to:
  • Appointment scheduling and reminders
  • Service updates and account-related notifications
  • Important administrative communications
  • Message frequency may vary.
  • Message and data rates may apply.

Opt-In Consent

By providing your phone number and opting in, you expressly consent to receive SMS messages from us.

Opt-Out Instructions

You can opt out at any time by replying:
STOP — to unsubscribe
HELP — for assistance

You may also contact us directly to be removed.


6. Data Sharing and Mobile Privacy

We take your privacy seriously.

  • No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
  • Text messaging originator opt-in data and consent will not be shared with any third parties under any circumstances.

We may share data only with:

  • Trusted service providers (e.g., CRM, SMS platforms) strictly for operational purposes
  • Legal authorities when required by law
  • Parties necessary to protect rights, safety, or prevent fraud

All service providers are contractually obligated to safeguard your data.


7. Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Improve website functionality
  • Analyze traffic and usage
  • Enhance user experience

You can control cookies through your browser settings.


8. Data Security

We implement appropriate safeguards including:

  • Encryption
  • Secure data storage
  • Access controls
  • Regular security monitoring

However, no system is 100% secure.


9. Your Privacy Rights

Depending on your location, you may have rights to:

  • Access your personal data
  • Correct inaccurate information
  • Request deletion of your data
  • Restrict or object to processing

To exercise your rights, contact us using the details below.


10. Data Retention

We retain your information only as long as necessary to:

  • Provide services
  • Comply with legal obligations
  • Resolve disputes


11. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.


12. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised “Last Updated” date.



13. Contact Information

Ascent Financial Group
413 Stuart Circle, Suite 220
Richmond, VA 23220

Phone: (804) 602-2121
Email: info@ascent-financial.com