McKonly & Asbury Privacy Policy

Privacy Policy

The most important part of our business at McKonly & Asbury is the trust we have earned from our clients. We recognize that protecting client privacy is critical to maintaining this trust.  This is why McKonly & Asbury follows strict internal standards of confidentiality and privacy to safeguard client information that has been shared with us.

Collecting Information

While serving you as your professional advisor, we only collect nonpublic information that is provided to us by you or obtained by us with your authorization.  We do not require registration to access our website.  If a visitor submits a message through the form available on our site, we do log and retain the name and email address.  This website is not intended for children, so minors should not submit any personal information without a parent or guardian.

Disclosing Information

We do not disclose nonpublic personal information obtained in the course of serving our clients, except as required or permitted by law. Permitted disclosures include, for example, providing information to our staff and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In such situations, we stress the confidential nature of the information being shared.

Record Retention

We retain records relating to the professional services we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.


If you have any questions about McKonly & Asbury privacy policies or the practices used, please feel free to contact us at