Privacy Policy

ETHOS FINANCIAL GROUP, LLC

Ethos Financial Group, LLC (referred to as “Ethos”) maintains physical, electronic, and procedural safeguards that comply with federal standards to protect its clients’ nonpublic personal information (“information”). Through this policy and its underlying procedures, Ethos works to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information.

Ethos collects different types of personal information depending on the product or services you have with us. This information can include, but is not limited to, Social Security number, name, address, account numbers, statements, investment experience, and risk tolerance. Ethos collects this, for example, when you enter an advisory contract, open an account, or give us your contact information. It is the policy of Ethos to restrict access to all current and former clients’ information to those employees, affiliates, and nonaffiliated entities who need to know that information to provide products or services in furtherance of the client’s engagement of Ethos. In that regard, Ethos may disclose the client’s information for everyday business purposes (such as delivering routine service, processing transactions, etc.) or for marketing purposes (to offer our services to you). We may also share this information with our affiliates for everyday business purposes (transactions and experiences). Finally, we may disclose this information as otherwise permitted to do so in accordance with the parameters of federal and/or state privacy regulations. The disclosure of information contained in any document completed by the client for Ethos to facilitate a business relationship between the client and/or between Ethos and a nonaffiliated third party service provider (ex., broker-dealer, investment adviser, account custodian, record keeper, insurance company, etc.), including, but not limited to, information contained in any document completed and/or executed by the client in furtherance of the client’s engagement of Ethos (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider.
 
Federal law gives a client the right to limit Ethos sharing with affiliates information about your creditworthiness, and to limit Ethos sharing your information with affiliates and non/affiliates so they can market to you. Ethos does not share any of its clients’ information in these ways. State laws may give you additional rights to limit sharing.
 
Should you have any questions regarding the above, please contact the Ethos Chief Compliance Officer at 610-822-5246.
 

Last Updated: 7/8/2026

1. Business Information

This Privacy Policy applies to the business operating this website (“Company,” “we,” “our,” or “us”).

Legal Business Name: Liberty Ridge Financial
Primary Service Area: Mechanicsburg, PA
Business Phone: 717-550-0211
Business Email: jon@libertyridgefinancial.com
Business Address: Mechanicsburg, PA

2. Information We Collect

We may collect the following information when you use this website:

  • Name
    • Phone number
    • Email address
    • Service address
    • Project details
    • Communication preferences
    • Any information voluntarily submitted through forms

We may also collect limited technical data such as IP address, browser type, and website usage information.

3. How We Use Your Information

We use collected information to:

  • Respond to service inquiries
    • Schedule inspections or appointments
    • Provide estimates or service updates
    • Send requested communications
    • Improve our services
    • Comply with legal obligations

We do not sell, rent, or trade your personal information to third parties.

4. SMS & Mobile Communications Policy

By submitting your phone number through this website, you consent to receive calls and text messages from Company regarding:

  • Appointment scheduling
    • Service updates
    • Estimate follow-ups
    • Project notifications
    • Customer support

Message frequency varies based on interaction.

Message and data rates may apply.

You may opt out at any time by replying:

STOP – to unsubscribe
HELP – for assistance

Consent to receive text messages is not required as a condition of purchase.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.

5. How We Protect Your Information

We implement reasonable administrative and technical safeguards to protect personal information submitted through this website.

However, no online transmission is 100% secure. By using this website, you acknowledge this risk.

6. Third-Party Services

We may use third-party tools for:

  • Website hosting
    • CRM systems
    • Payment processing
    • Email communications
    • SMS delivery

These providers are required to maintain appropriate data security standards.

7. Cookies & Tracking

This website may use cookies or similar technologies to improve user experience and analyze traffic.

You may disable cookies through your browser settings.

8. Your Rights

You may request to:

  • Access your stored information
    • Correct inaccurate information
    • Request deletion of your information

To make a request, contact us using the information listed in Section 1.

9. Changes to This Policy

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

10. Third-Party Credits

Graphic assets and icons used on this website are provided by Flaticon and The Noun Project under their respective free licenses with attribution.

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The information found on this website is for general informational purposes only and is not intended as, and does not constitute, an offer to sell or a solicitation of an offer to buy any security, and should not be relied upon by you in evaluating the merits of investing in any securities. All materials on the website including, without limitation, news articles, informational materials and all other manager-specific information, have been prepared for informational purposes only and do not constitute financial, legal, tax or any other advice. Prior to making any investment or hiring any investment manager, you should consult with a professional financial adviser, legal and tax adviser to assist in due diligence as may be appropriate and determine the appropriateness of the risk associated with a particular investment. The information has not been approved or verified by the United States Securities and Exchange Commission, the United States Commodity Futures Trading Commission, the National Futures Association or by any state security authority. All copyright and other intellectual property found on this website, including without limitation all text, images, graphics and statements are the property of Ethos Financial Group, LLC and any use of such materials in violation of the rights of Ethos Financial Group, LLC is strictly prohibited. For additional information about Ethos Financial Group, LLC, please visit adviserinfo.sec.gov. Investment Advisory products and services are being offered through Liberty Ridge Financial Group, LLC an SEC-registered investment advisor.

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