Direct booking
Book time directly with this advisor, no back-and-forth required
Advisors near 07040
Out of 400,000+ nationwide
Joe F
Verified by Warmer
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.
Jori G
Verified by Warmer
Series 7, Series 63, Series 65, Series 24
New York, NY
Guzhuna Asset Management
Jori Guzhuna is a financial strategist and founder of Guzhuna Asset Management, an independent registered investment advisory firm serving a select clientele of entrepreneurs, executives, and multi-generational families. His philosophy is rooted in a disciplined bottom-up approach to wealth management. Every client engagement begins with risk management and asset protection—ensuring the foundation is secure—followed by strategic tax mitigation. From there, planning expands into investment strategy, capital deployment, and long-term legacy design. Operating under a fiduciary standard, Jori provides objective, conflict-free advice with no proprietary products or commission-driven incentives. His work integrates institutional-grade investment access with advanced planning techniques, enabling clients to preserve, grow, and transfer wealth with precision. He is also recognized for implementing sophisticated investment approaches typically reserved for institutional environments. These strategies are designed to enhance efficiency, manage downside exposure, and create more controlled outcomes across varying market conditions—while remaining aligned with each client’s overall risk profile and objectives. Known for discretion and strategic clarity, Jori architects comprehensive financial structures designed to withstand complexity and deliver enduring results across generations.
Phillip D
Series 65
Staten Island, NY
Heartland Northeast LLC
Christopher M
Series 63, Series 65
New York, NY
Mittleman Value Partners LLC
David G
Series 66
New York, NY
Watchstone Wealth Management LLC
Edward R
Series 63, Series 65
New York City, NY
Foresight Advisors
Stephen H
Series 63, Series 65
Madison, NJ
Hanley Capital Management, LLC
Samuel M
CFP®
Jersey City, NJ
McPherson Financial Advisors, Inc.
Frank R
Series 63, Series 65
New York, NY
Prosus Wealth Management
Abraham I
Series 63, Series 65
Cedar Grove, NJ
Itani Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")
Finding advisors...
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.
Advisors near 07040
Out of 400,000+ nationwide