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)

Top 30 financial advisors of 99 near 05604

Out of 400,000+ nationwide

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Liam C

Series 66

Waterbury, VT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer Passive / index investing General retirement planning
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David B

Series 66

Barre, VT

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Marc G

CFP®, Series 66

Montpelier, VT

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer ESG / Sustainable investing General retirement planning LGBTQIA Newlywed/Engaged
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David G

CFP®, Series 66

Barre, VT

Edward Jones

Retirement income strategy Divorce financial planning General retirement planning ESG / Sustainable investing
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Martin T

Series 66

Montpelier, VT

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Planning for children with special needs Wealth management
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William P

Series 66

Barre, VT

Edward Jones

Retirement income strategy General retirement planning Wealth management Military & Veterans Young Professionals
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Rebecca T

CFP®, Series 66

Montpelier, VT

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner Executive
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Bruce W

Series 66

Waterbury, VT

Edward Jones

Retirement income strategy General retirement planning
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Kingman P

CFA®

Montpelier, VT

The Alchemist Fund
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Alec L

Series 63, Series 65

Middlesex, VT

Long Advisors LLC
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