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Privacy Policy

Last Updated: October 1, 2025

At Skela Financial, LLC (“Skela Financial,” “we,” “us,” or “our”) your privacy is important to us.  This Privacy Policy describes how Skela Financial collects, uses, and protects your personal information in connection with your use of Skela Financial’s website (the “Site”) and  advisory services.

By using this Site, you agree to the terms of this Privacy Policy.

1. Information We Collect

Skela Financial may collect personal information from you in the following ways:

  • Information You Provide:  When you contact us through the Site, subscribe to updates, or engage our services, we may collect your name, contact details, and any other information you voluntarily provide.
  • Client Information:  If you become a client, we collect additional personal and financial information necessary to provide investment advisory services.
  • Automatically Collected Information:  We may collect limited data such as IP address, browser type, and usage patterns to help us improve the Site’s functionality and user experience.

2. How We Use Your Information

Skela Financial uses your personal information to:

  • Provide investment advisory and financial planning services;
  • Communicate with you about Skela Financial’s services or your accounts with Skela Financial;
  • Comply with legal, regulatory, and contractual obligations;
  • Improve the Site, Skela Financial’s operations, and client experience.

Skela Financial does not sell, rent, or share your personal information with unaffiliated third parties for marketing purposes.

3. Information We Share

Skela Financial may share your personal information with:

  • Service Providers: Vendors that assist with administrative, compliance, or technology functions;
  • Regulatory Authorities: When required by law or regulation;
  • Affiliated Parties: Only as necessary to deliver advisory services consistent with our fiduciary duty.

All third parties with access to personal information are required to maintain its confidentiality and use it only for the purposes for which it is approved.

4. Data Security

Skela Financial maintains administrative, physical, and technical safeguards designed to protect your personal information against unauthorized access, disclosure, or misuse. However, no system is completely secure, and Skela Financial cannot guarantee the absolute security of your information.

5. Cookies and Website Analytics

The Site may use cookies or similar technologies to enhance your experience and analyze web traffic.  You may adjust your browser settings to decline cookies, though this may affect Site functionality.

6. Links to Other Websites

This Site may contain links to third-party websites.  Skela Financial is not responsible for the privacy practices or content of those websites.  Skela Financial encourages you to review such third-party websites’ privacy policies before providing any personal information.

7. Updates to This Policy

Skela Financial may update this Privacy Policy periodically to reflect changes in our practices or applicable laws.  Any updates will be posted here with a revised “Last Updated” date.

8. Contact Us

If you have questions about this Privacy Policy or Skela Financial’s privacy practices, you can contact us at 3401 Mallory Lane, Suite 100, Franklin, Tennessee 37067.  Our telephone number is (615) 550-5726 or you can contact us here.