My Canon of Ethics: The standards that guide my work.
My Canon of Ethics outlines the standards that guide every interaction, decision, and recommendation I make. It ensures that everything I do is focused on your goals, with advice that is objective, transparent, and grounded in your best interests.
My core ethical principles
I, Josh Gallogly, CFP®, EA, will uphold the following Canon of Ethics in my dealings with clients:
I am in a fiduciary relationship with clients, which means that I will put each client’s interests first, before my interests or any others, and disclose potential conflicts of interest to all clients and prospective clients.
I will conscientiously complete all work agreed to in a prompt and timely manner.
I will provide financial planning services solely as a fee-only advisor. I will act objectively in all matters with clients and will not accept any commissions based on advice or recommendations given.
I will continually strive to improve upon the competence and the quality of services I provide.
I will maintain the highest level of professional integrity in relationships with clients, associated professionals, and government officials.
To the extent allowed by law, I will hold confidential all information shared with me by potential and contractual clients.
Josh Gallogly, CFP®, EA
Managing Member and Founder, CERTIFIED FINANCIAL PLANNER®
Milestones Financial
A commitment to integrity in every client relationship
This Canon of Ethics is more than a set of principles—it’s a commitment to how I work with every client. It ensures that my advice remains objective, transparent, and focused on your best interests at all times. I approach every engagement with care, maintain strict confidentiality, and provide guidance you can trust throughout our relationship.