Direct booking

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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

Advisors near 03246

Out of 400,000+ nationwide

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Brian M

CFP®, Series 63, Series 66

Wolfeboro, NH

McGuigan Financial, LLC

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis
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Kathi S

Series 63, Series 65

Alton Bay, NH

Spurr Financial Investment Services, LLC

Wealth management
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Stuart H

CFA®

Wolfeboro, NH

Stu Hawver, CFA, MBA, LLC

Passive / index investing Tax-loss harvesting Wealth management
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Maurice P

Series 63, Series 65, Series 66

Tilton, NH

MHP Asset Management

Options & derivatives strategies Passive / index investing Active portfolio management Income planning
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Brandon A

Series 63, Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Retirement income strategy Social Security optimization General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies
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Michael H

Series 63, Series 65

Wolfeboro, NH

Hepworth Equity Partners, LLC

Options & derivatives strategies Tax-loss harvesting Active portfolio management
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Peter L

Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Retirement income strategy Social Security optimization General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies
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Bonnie A

Series 63, Series 65

Wolfeboro, NH

Hepworth Equity Partners, LLC

Options & derivatives strategies Tax-loss harvesting Active portfolio management
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Gregory F

CFP®, Series 63

Alton Bay, NH

Alliance Private Wealth, LLC

Business exit / sale strategy Wealth management Founder/Business Owner Executive
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Luis T

Series 65

Franklin, NH

Independence Financial Advisors, LLC

Wealth management General retirement planning
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