Meet our company founder & president, John H. Foard III, CFP®
John H. Foard III is the President and Founder of Foard Wealth Management, LLC. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning. Whether it’s planning for retirement or college expenses, building enduring relationships and helping people is truly John’s passion.
Bringing 16 years of experience, John has developed a comprehensive, client-focused approach to financial planning anchored in mutual respect and trust with the individuals, families, and business owners he works with. So much so, John serves clients in a fiduciary capacity, which means he puts clients’ interests first. John is also a sought after expert by national media outlets such as US News & World Report.
Originally from Concord, NC, John now currently lives in the Ballantyne Area of Charlotte with his wife of 15 years and 3 beautiful daughters. In addition to cheering on his favorite Carolina teams throughout the year, John also enjoys watching his daughter’s lacrosse games, playing tennis and golf, and spending quality time with his family.
Another life passion of John’s is finding a cure for Rett syndrome, which is a unique developmental disorder that his daughter Ella suffers from. He is the Treasurer/Member of the Board of Trustees of Rettsyndrome.org as well as founder of The Ella Foard Foundation for Rett Syndrome ellafoard.org.
Our Core Values
Honesty & Integrity: At Foard Wealth we believe in always doing the right thing and putting the client first. You will always get straight forward answers and advice from us without fail – always!
Reliability: At Foard Wealth you can count on us to follow through with what we say we will do. We know trust is hard to earn and easy to lose, so we pride ourselves on the fact that you can count on us.
Community Impact: Both professionally and personally, our intention is to make the most positive impact on our local and global communities. After all, they say it takes a village to achieve greatness and prosperity, and we could not agree more! John, his family, and his team are striving to accomplish this every day with all of the wonderful charitable causes they are involved in. To name a few, we are involved in Rettsyndrom.org, Make-A-Wish, Goodfellas, Rotary, and of course The Ella Foard Foundation for Rett Syndrome.
EMAIL JOHN FOARD HERE
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FOARD WEALTH MANAGEMENT | 15720 BRIXHAM HILL AVENUE, SUITE 300 | CHARLOTTE, NORTH CAROLINA 28277 | 704-469-0200
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The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Foard Wealth Management and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.
All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.