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)

Advisors near 20601

Out of 400,000+ nationwide

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Harry G

CFP®, Series 63, Series 65

Alexandria, VA

G, G, & M Financial Goals

Cash flow / budgeting Income planning College savings (529s, UTMA, etc.) Retired
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Garo P

Series 66

Alexandria, VA

Potomac Wealth Strategies, LLC

Wealth management Annuities
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Christine P

CFP®, Series 66

La Plata, MD

Parker Financial, LLC

ESG / Sustainable investing Wealth management Founder/Business Owner Women Professionals Mid-Career Professionals
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Dennis B

Series 63, Series 65

Alexandria, VA

Investment Initiatives, LLC

Options & derivatives strategies Active portfolio management
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Jeffrey S

CFP®, Series 63, Series 65

Alexandria, VA

Mercantile Advisors, LLC

Equity compensation tax strategy Options & derivatives strategies Private / alternative investments Concentrated stock management Self-Employed Executive
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Abel G

CFA®, Series 63

Alexandria, VA

Gizaw Capital Management, LLC

Concentrated stock management Active portfolio management Private / alternative investments
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Andrea B

CFP®, Series 63, Series 65

Fort Washington, MD

Wise Financial Counsel, LLC

Cash flow / budgeting Debt management Life insurance needs analysis General estate planning guidance General tax planning Founder/Business Owner
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Thomas M

CFP®, Series 63, Series 65

Alexandria, VA

Massie Financial Planning Inc.

Wealth management Annuities General estate planning guidance
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Dedrick C

CFP®, ChFC®

Fort Belvoir, VA

Penny Earned Financial

I’m Dedrick Curtis, founder and lead planner at Penny Earned Financial. After dedicating 20 years to helping others improve their lives, I founded Penny Earned to provide honest, transparent financial guidance that truly puts people first. Too often, I saw traditional financial advising prioritize sales over solutions, and I knew there had to be a better way. As a Veteran and Military Spouse, I have a deep understanding of the unique financial challenges faced by those who serve. That’s why I specialize in working with service members, veterans, and anyone striving for a brighter financial future. As a CERTIFIED FINANCIAL PLANNER® professional, I’m committed to upholding the fiduciary standard, always acting in your best interests. My mission is to help you confidently navigate life’s financial decisions with clarity and purpose.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Social Security optimization Military & Veterans Doctor or Medical Professional
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Edward A

CFP®, Series 66

Alexandria, VA

Clearvue Financial

ESG / Sustainable investing
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