Privacy Policy

River Financial Group, LLC

Last Updated: June 2026

 

Introduction

River Financial Group, LLC (“River,” “we,” “us,” or “our”) is committed to protecting the privacy of visitors to our websites, myspecialneedsplanning.com and riverfg.com. This Privacy Policy describes the information we collect, how we use it, and your rights with respect to it.

Information We Collect

We collect information you voluntarily provide when you submit a contact form, schedule a consultation, subscribe to our newsletter, or otherwise communicate with us. This may include your name, email address, phone number, and any details you share about your situation.

We also collect certain information automatically when you visit our site, including your IP address, browser type, pages visited, and time spent on the site. This information is collected through standard web analytics tools, including Google Analytics.

How We Use Your Information

We use the information we collect to respond to your inquiries, schedule consultations, send educational content and firm updates to subscribers who have opted in, and improve the performance and content of our website. We do not sell your personal information to third parties.

Cookies

Our website uses cookies and similar tracking technologies to support site functionality and analytics. You may adjust your browser settings to decline cookies, though some site features may not function as intended if you do.

Third-Party Services

Our website integrates with third-party tools including Google Analytics, Calendly, and email marketing platforms. Each of these services operates under its own privacy policy. We encourage you to review those policies if you have questions about how your data is handled by those services.

Data Retention and Security

We retain personal information only as long as necessary to fulfill the purpose for which it was collected or as required by applicable law. We use reasonable technical and organizational measures to protect your information from unauthorized access or disclosure.

Your Rights

Depending on your state of residence, you may have rights to access, correct, or request deletion of your personal information. To exercise these rights, contact us at the address below.

Contact

River Financial Group, LLC

275 Grove Street, Suite 2-400
Newton, MA 02466

info@riverfg.com

Changes to This Policy

We may update this Privacy Policy from time to time. The date at the top of this page reflects the most recent revision. Continued use of the site following any update constitutes acceptance of the revised policy.

 

Disclosure : River Financial Group, LLC offers investment advisory services through Diversify, collectively Diversify Advisory Services, LLC (“DAS”) and Diversify Wealth Management, LLC (“DWM”). Both DAS and DWM are SEC-registered investment advisors. Securities offered through DFPG Investments, LLC, member FINRA/SIPC and an affiliate of Diversify.

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