Privacy policy

Last updated: April 28, 2026.

Scope

This policy covers milonadvisory.com (the “site”) and the practice of Milon Advisory, LLC (the “firm”), a California limited liability company with its principal place of business in Newport Beach, California. The firm is the data controller of record for any information collected through the site. The site is a small brand presence comprising a homepage, a People page, a Perspectives essay, the present Privacy and Terms pages, and a brief explanatory page on the firm’s name. It does not collect personal information from visitors through forms, accounts, or cookies.

What the site collects

The site uses Plausible Analytics to measure aggregate traffic (total page views, referring domains, country-level location, device class). Plausible does not use cookies, does not track individuals across sessions, and does not collect personal data. See plausible.io/privacy for their data-handling disclosures.

The site places no other trackers, pixels, advertising tags, or analytics scripts.

Email correspondence

When you contact the firm at info@milonadvisory.com, your message and email address are stored in the firm’s mail system (Google Workspace) and retained for as long as the correspondence remains active or is required for engagement records. The firm does not add correspondents to any marketing list.

Engagement records

If you become a client, the firm maintains engagement records as reasonably necessary for delivery of services, regulatory compliance, and tax purposes. These records are confidential and are not shared with third parties except as required by law or as expressly authorized by you in writing.

Cookies

The site uses no cookies. No consent banner is presented because none is required.

Third parties

The site is hosted on Cloudflare Workers. Cloudflare may log standard request metadata (IP address, user agent, request time) as part of its edge-network operation and for the prevention of abuse. See cloudflare.com/privacypolicy for details.

Categories of personal information collected

For the purposes of California Civil Code § 1798.100(a), the categories of personal information the firm collects, the sources from which they are collected, the business purposes for which they are used, and the retention periods that apply are as follows:

Identifiers and contact information — name, email address, postal address, telephone number when provided by a prospective or current client. Sources: voluntary submission via email or during an engagement. Purpose: providing requested advisory services and related correspondence. Retention: for the life of the engagement plus seven years for tax and regulatory purposes; correspondence retained as a matter of professional record.

Internet or other electronic network activity information — aggregated and anonymous page-view counts, referring domains, country-level location, and device class collected through Plausible Analytics. Sources: standard HTTP request metadata. Purpose: understanding aggregate site usage. Retention: 12 months in aggregate form; no individual visitor identifier is generated or stored.

Professional or employment-related information — the title, employer, role, and business context shared by a prospective or current client when engaging the firm. Sources: voluntary disclosure during introduction or engagement. Purpose: providing requested advisory services. Retention: for the life of the engagement plus seven years.

The firm does not collect biometric, geolocation (precise), genetic, sensory, sensitive personal, or inference categories beyond what is incidentally present in voluntary correspondence. The firm does not derive profiles or use automated decision-making.

Your rights

You may request a copy of any personal information the firm holds about you, request correction or deletion of that information, or opt out of future correspondence by writing to info@milonadvisory.com.

California residents have, under the California Consumer Privacy Act and California Privacy Rights Act (collectively, “CCPA/CPRA”), the right to know what personal information is collected about them, the right to delete personal information held by the firm, the right to correct inaccurate personal information, the right to limit use and disclosure of sensitive personal information, the right to opt out of sale or sharing of personal information, and the right not to be discriminated against for exercising any of these rights.

The firm does not sell personal information and does not share personal information for cross-context behavioral advertising. Requests under any of the rights above may be submitted to info@milonadvisory.com and will be processed within 45 days, with a single 45-day extension where reasonably necessary.

Residents of the European Economic Area, the United Kingdom, and other jurisdictions with comparable data-protection regimes retain rights of access, rectification, erasure, restriction, portability, and objection equivalent to those above; the same email address applies.

Changes

This policy may be revised from time to time. The “last updated” date above reflects the most recent revision. Material changes will be noted on this page; substantive updates that affect existing clients will also be communicated by direct email.

Contact

Questions about this policy: info@milonadvisory.com.