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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 21 financial advisors of 21 near 05753

Out of 400,000+ nationwide

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Malissa M

CFP®, EA

Bristol, VT

Soaring Wealth LLC

Many mid‑career professionals work hard for their equity compensation and global careers, but have little time to untangle the tax and financial complexity that comes with them. When cross‑border issues enter the picture, the stakes and confusion only grow, and the cost of getting it wrong can be significant. I founded Soaring Wealth LLC to help equity‑compensated professionals, US expats in Europe, and investors with complex holdings make clear, confident decisions about their wealth. My clients are often juggling RSUs, stock options, ESPPs, private equity, and multi‑country tax rules — on top of demanding careers and family responsibilities. As your personal CFO, I provide a 360‑degree view of your finances so every choice supports your long‑term goals. My work integrates financial planning, tax planning and preparation, and investment management into one coordinated service. Rather than juggling multiple advisors, you partner with one firm that understands your equity compensation, cross‑border tax obligations, and family priorities — and proactively helps you navigate them. Our work together often includes modeling equity exercise and sale strategies, planning for international moves, coordinating US and foreign tax positions, aligning portfolios with cash‑flow needs, and addressing estate and legacy questions across borders. I highlight trade‑offs and potential unintended consequences in plain language, so you can make informed decisions without needing to become the expert yourself. Clients typically come to me feeling pressed for time and worried about missing something important. My goal is to simplify complexity, reduce decision fatigue, and help you protect and grow your after‑tax wealth — giving you more mental space for your career, family, and the life you are building across countries.

Equity Recipients (RS/RSU, SOP, ESPP) Cross-border / expatriate tax planning Executive Gen X (Born 1965-1980)
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Stephen B

Series 65

Middlebury, VT

Marble Trail Advisors

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Skylar A

Series 65

Middlebury, VT

Marble Trail Advisors

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Donald D

Series 65

Middlebury, VT

Marble Trail Advisors

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Megan M

Series 65

Middlebury, VT

Marble Trail Advisors

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Eileen M

CFP®

Middlebury, VT

Marble Trail Advisors

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William K

Series 63, Series 65

Vergennes, VT

One Day In July LLC

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Matthew W

Series 66

Middlebury, VT

Marble Trail Advisors

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Jacob H

Series 63, Series 66

Middlebury, VT

Capital Cities Investments

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Robert F

Series 65

Middlebury, VT

Capital Cities Investments

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