Security and Confidentiality

At Grunden Financial Advisory, we maintain a culture of compliance where our employees understand their roles in complying with the Securities & Exchange Commission (SEC). We endeavor to go beyond basic compliance to a higher standard of ethics and accountability.

We are just as committed to safeguarding the confidential information of our clients. We hold your personal information in the strictest confidence and security. Access to your personal information is restricted to employees for business purposes only. All employees are required to sign and adhere to a confidentiality agreement outlining the proper treatment of client information and documentation.

We take additional steps to protect unauthorized access to electronic data as well. Our building is physically protected around the clock. In addition to various passwords for all employees, remote access to any client data is impossible without physical possession of electronic authentication cards. This level of security is rarely seen outside of large corporations.

We provide information to non-affiliated third parties only as permitted by law (for example, Federal and state regulators may review firm records as permitted under law).
 We will share information regarding your account with other third parties, such as your accountant or attorney, only with your consent.