Privacy Policy
Privacy Policy
Effective Date: September 23, 2026
Efficient Frontier Group, LLC (“Efficient Frontier Group,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us through our website, forms, and other communications.
This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, contact us, request information, schedule a consultation, or otherwise interact with Efficient Frontier Group.
1. Information We Collect
Depending on how you interact with us, we may collect information such as:
Name
Mailing address
Email address
Telephone or mobile phone number
Information you provide when requesting information or scheduling a consultation
Information related to your financial goals, interests, or requested services when voluntarily provided
Information submitted through website forms
Information contained in communications with our team
Technical information such as IP address, browser type, device information, and website usage information
We collect only information that is reasonably necessary for the purposes described in this Privacy Policy or as otherwise permitted by applicable law.
2. How We Use Your Information
We may use the information we collect to:
Respond to inquiries and requests
Provide information about our services
Schedule and manage consultations or appointments
Communicate with you regarding your requests or interactions with us
Send requested information and service-related communications
Send SMS/text messages when you have provided the appropriate consent
Send promotional or marketing communications when you have provided the appropriate consent
Improve our website, services, communications, and customer experience
Maintain records and administer our business
Comply with applicable legal, regulatory, and compliance requirements
Protect the security and integrity of our website and systems
3. SMS/Text Messaging Privacy
If you choose to provide your mobile phone number and separately consent to receive SMS/text messages from Efficient Frontier Group, we may use your mobile number to send the types of messages described at the time of consent, which may include informational alerts, service-related communications, event updates, and promotional or marketing messages, depending on the consent you provide.
Message frequency may vary. Message and data rates may apply.
You may opt out of marketing or other SMS communications by replying STOP to a message. You may request assistance by replying HELP or by contacting us using the information provided below.
Providing a telephone number does not by itself constitute consent to receive SMS/text messages. SMS consent is optional and is not required to obtain services or submit a request through our website.
4. Mobile Information and SMS Consent
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We do not sell or rent SMS/text messaging opt-in information or consent for third-party marketing purposes.
5. How We Share Information
We may share personal information with service providers, vendors, contractors, technology providers, and other parties who assist us in operating our business, website, communications, scheduling, security, or other business functions.
These service providers may access information only as reasonably necessary to perform services on our behalf and are expected to handle information appropriately.
We may also disclose information when required by law, regulation, legal process, or applicable regulatory requirements, or when reasonably necessary to protect our rights, property, security, users, or others.
We do not sell personal information to third parties.
6. Financial and Sensitive Information
Because Efficient Frontier Group provides financial and retirement-related services, you may voluntarily provide information concerning your financial situation, goals, or circumstances.
Please do not submit highly sensitive financial information through general website forms unless specifically requested through an appropriate secure process.
Information submitted through the website may be subject to applicable privacy, regulatory, and security requirements.
7. Cookies and Website Technologies
Our website may use cookies, analytics tools, pixels, or similar technologies to operate the website, understand website usage, improve functionality, and enhance the user experience.
You may be able to control certain cookies through your browser or available website settings.
8. Third-Party Websites and Services
Our website may contain links to third-party websites, services, or resources.
Efficient Frontier Group is not responsible for the privacy practices, content, security, or policies of third-party websites. We encourage you to review the privacy policies of third-party websites before providing them with personal information.
9. Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.
However, no method of transmitting or storing information can be guaranteed to be completely secure.
10. Data Retention
We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, to maintain appropriate business and regulatory records, resolve disputes, enforce agreements, and comply with applicable legal and regulatory obligations.
11. Your Privacy Choices
Depending on applicable law, you may have rights regarding your personal information, including the ability to request access to, correction of, or deletion of certain information.
You may also opt out of certain communications by following the unsubscribe or opt-out instructions included in those communications.
For SMS communications, reply STOP to opt out or HELP for assistance.
12. Children's Privacy
Our website and services are not directed toward children under the age of 13. We do not knowingly collect personal information from children under 13 through our website.
13. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our business, website, services, technology, or applicable legal or regulatory requirements.
When we make changes, we will update the Effective Date at the top of this Privacy Policy. Your continued use of the website after an updated Privacy Policy is posted means the updated policy applies to your use of the website, subject to applicable law.
14. Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact:
Efficient Frontier Group
Phone: 302-378-9103
Email: [email protected]
Address: 4353 Summit Bridge Road, Middletown, DE
Website: https://www.efficientfrontiergroup.com/
For SMS/text messaging support, you may also reply HELP to an SMS message from Efficient Frontier Group.
Efficient Frontier Group
Family-led, faith-informed investment management and retirement planning firm helping individuals, families, and business owners build financial freedom that lasts for generations through education, encouragement, and empowerment.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Copyright 2026. Efficient Frontier Group. All rights reserved.