Fiduciary Oath

Fiduciary Oath

I will always place your interests ahead of my own.

I will act in good faith, with candor, and with the skill, care, diligence, and judgment of a professional.

I will provide full, fair, and clear disclosure of all important facts and will never mislead you.

I will not accept any compensation or other remuneration that is contingent upon the purchase or sale of a financial product.

I will not receive any fee or other compensation from another party based on the referral of your business.

I will disclose in writing, prior to and throughout our engagement, any conflicts of interest that could compromise the impartiality or independence of my advice.

I will fairly manage any unavoidable conflicts in your favor.

This oath is my promise to always serve your best interests with transparency, integrity, and loyalty.

 

John Foligno

Founder, Wealth Advisor & Financial Planner

Certified Money Coach
NAPFA
FeeOnlyNetwork