Privacy Statement and Disclosures

Storie Financial Advisory LLC Privacy Statement
Principle 5 – Confidentiality

A CFP Board designee shall not disclose any confidential client information without the specific consent of the client unless in response to proper legal process, to defend against charges of wrongdoing by the CFP Board designee or in connection with a civil dispute between the CFP Board designee and client. A client, by seeking the services of a CFP Board designee, may be interested in creating a relationship of personal trust and confidence with the CFP Board designee. This type of relationship
can only be built upon the understanding that information supplied to the CFP Board designee will be confidential. In order to provide the contemplated services effectively and to protect the client’s privacy, the CFP Board designee shall safeguard the confidentiality of such information.


All written content on this site is for information purposes only. Storie Financial Advisory LLC is a Registered Investment Advisor providing fee-only investment advice and guidance, and full-service financial planning. The firm is registered with the State of Pennsylvania Securities Commission. Our place of business is 516 Center Church Road, McMurray, PA 15317. The information in this web site is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publishers, and host are not providing legal, accounting, or tax advice, or advice specific to your situation. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Pennsylvania. We are legally empowered to provide financial advisory services only to residents of Pennsylvania and on a very limited basis to individuals in some other states.