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 36 near 12885

Out of 400,000+ nationwide

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John G

Series 66

Warrensburg, NY

Edward Jones

Retirement income strategy Wealth management Religious/faith focused
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Scott B

Series 66

Bolton Landing, NY

Merrill

Scott Bouton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management for affluent individuals, families, foundations, and corporate clients, with a focus on estate planning, liability management, lending, separately managed accounts, alternative investments, and active wealth management. Scott emphasizes a comprehensive and disciplined approach to wealth management that begins with understanding clients’ financial situations and priorities, enabling him to create customized strategies tailored to evolving needs and market conditions. Scott’s expertise includes family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income planning. He also serves specialized client segments such as women, sports, and entertainment professionals. Holding a Bachelor’s degree in Economics from Syracuse University and a Master’s degree from the University of Phoenix, Scott maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional role, Scott has been involved in community service as a former board member of a nonprofit women’s shelter. His personal interests include boating, fishing, golfing, hiking, music, reading, running, skiing, surfing, and spending time with his family.

Wealth management Active portfolio management Charitable giving & philanthropy Retirement income strategy Tax-loss harvesting Women's Finance
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Amanda C

CFP®, Series 66

Queensbury, NY

Edward Jones

Retirement income strategy General estate planning guidance Divorce financial planning Doctor or Medical Professional
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Brian W

CFP®, ChFC®, Series 66

Queensbury, NY

Edward Jones

Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning Wealth management Doctor or Medical Professional
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Jonathan M

Series 63, Series 65

Queensbury, NY

J. Mandwelle Capital Management

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Christopher R

Series 63, Series 65

Queensbury, NY

Solid Point Wealth Advisors, LLC

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David D

Series 63, Series 65

Queensbury, NY

Solid Point Wealth Advisors, LLC

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Andrew D

CFP®, Series 63

Queensbury, NY

Solid Point Wealth Advisors, LLC

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Thomas C

Series 63, Series 65

Queensbury, NY

Valic Financial Advisors

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Nathan L

Series 66

Queensbury, NY

key Investment Services LLC

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