Privacy Notice


E. Thomas Associates continues its tradition of professional, trustworthy and discrete handling of our clients` financial and other personal data. As a result, our business has grown and our services have expanded. We are proud of the strong relationships we have with our clients; relationships based upon common goals and mutual trust & respect. We are committed to providing the best information regarding your economic livelihood and the highest quality services in dealing with your taxes, your investments, your retirement and your small business needs.

In the course of providing these services we will necessarily develop a significant amount of knowledge and information about each of our clients at a level of completeness unlike any other professionals in the community.

We take that level of trust very seriously. Consequently, our privacy policy is very simple:

We consider all information that we receive from our clients to be NON-PUBLIC.
No information leaves our offices in any form or format, for any reason whatsoever, without the express consent or request of the client.

We attempt to protect all clients from fraud and assure that no personal information is provided for use on any database, mailing list, or survey, nor is it used for any other incidental or additional purpose.


E Thomas Associates Inc. is a registered investment advisor in Kentucky.
Dave Smith & Tony King are Registered Representatives of and securities are offered through Dalton Strategic Investment Services, Inc., member FINRA & SIPC. 6408 River's Edge Rd, Greenville, OH 45331

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