Direct booking

firm logo

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 06250

Out of 400,000+ nationwide

user avatar
firm logo

Sarah M

CFP®, Series 63

Ellington, CT

Financial Answers, LLC

Cash flow / budgeting Debt management General retirement planning General tax planning
user avatar
firm logo

William P

CFP®, Series 65

Tolland, CT

RidgePoint Wealth Advisors LLC

Wealth management
user avatar

Leslie W

CFA®

Hampton, CT

Troika Investment Advisors, LLC

Active portfolio management
user avatar
firm logo

James D

Series 63, Series 66

Vernon, CT

Keynote Financial Services, LLC

General retirement planning General tax planning General estate planning guidance Active portfolio management Options & derivatives strategies
user avatar
firm logo

Kent Z

Series 65

Vernon, CT

Keynote Financial Services, LLC

General retirement planning General tax planning General estate planning guidance Active portfolio management Options & derivatives strategies
user avatar
firm logo

David S

Series 63, Series 65

Tolland, CT

Integrity Financial Advisors, LLC

Passive / index investing Wealth management
user avatar
firm logo

Kenneth S

Series 66

Lebanon, CT

First Affirmative Financial Network LLC

ESG / Sustainable investing
user avatar
firm logo

Jason P

Series 63, Series 65

Hebron, CT

Saxony Capital Management, LLC

Retirement income strategy Retirement withdrawal strategies General retirement planning Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar
firm logo

Carole Lynn S

CFP®, Series 66

Willington, CT

NWF Advisory Services Inc

Wealth management Active portfolio management
user avatar
firm logo

Leo G

Series 63, Series 65

Mansfield Center, CT

J. W. Cole Advisors, Inc.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.