Fiduciary Oath

I, Josh Gallogly, CFP®, EA, will put my clients’ best interests first.

I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.

I will not mislead clients, and I will provide conspicuous, full and fair disclosure of all important facts.

I will avoid conflicts of interest.

I will fully disclose and fairly manage, in my clients’ favor, any unavoidable conflicts.

Josh Gallogly, CFP®, EA
Managing Member and Founder, CERTIFIED FINANCIAL PLANNER®
Milestones Financial