How Bailey Financial Services collects, uses, protects, and shares your information.
Last updated: July 2026
Bailey Financial Services, Inc. (“Bailey Financial Services,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect through our website at baileyfs.net and in the course of providing investment advisory services, how we use and safeguard that information, and the choices available to you.
We collect information in two general ways: information you provide to us directly, and information collected automatically when you use our website.
When you contact us, request information, subscribe to updates, or engage our advisory services, you may provide personal information such as your name, email address, telephone number, and any other details you choose to share. If you become an advisory client, we may collect additional nonpublic personal and financial information necessary to provide our services — such as your financial circumstances, account information, investment objectives, and similar details.
When you visit our website, certain information may be collected automatically through cookies and similar technologies, including your IP address, browser and device type, the pages you view, and the dates and times of your visits. This information helps us understand how visitors use the site and improve its performance.
We use the information we collect to:
We do not sell your personal information. We share information only as necessary to serve you and operate our business, including with:
As a registered investment adviser, Bailey Financial Services is committed to protecting the nonpublic personal information of its clients. We do not disclose nonpublic personal information about current or former clients to nonaffiliated third parties except as permitted or required by law, or as necessary to provide our services. Advisory clients receive a separate privacy notice describing our information practices, which is provided at the start of the relationship and is available upon request.
Our website may use cookies and third-party analytics services to understand site usage and improve your experience. Most web browsers allow you to control or disable cookies through their settings; however, disabling cookies may affect certain features of the site.
We maintain reasonable administrative, technical, and physical safeguards designed to protect the personal information in our care against unauthorized access, loss, or misuse. No method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.
Our website may contain links to third-party websites and resources. We are not responsible for the privacy practices or content of those sites, and we encourage you to review their privacy policies before providing any personal information.
You may opt out of marketing or educational communications at any time by following the unsubscribe instructions in those messages or by contacting us directly. You may also ask us to update or correct personal information you have provided, subject to our legal and regulatory recordkeeping obligations.
Our website and services are intended for adults and are not directed to children under the age of 13. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. When we do, we will revise the “last updated” date above. We encourage you to review this page periodically for the latest information on our privacy practices.
If you have questions about this Privacy Policy or our privacy practices, please contact us.
Bailey Financial Services, Inc. is a fee-only, state-registered investment adviser located in Watkinsville, Georgia. This Privacy Policy is provided for general informational purposes and describes our practices as of the date above.