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)

Top 30 financial advisors of 77 near 20659

Out of 400,000+ nationwide

firm logo

John L

Series 66

Mechanicsville, MD

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans
firm logo

Theodore S

CFP®, Series 66

Prince Frederick, MD

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Executive Government Employee
firm logo

Justin A

Series 66

Prince Frederick, MD

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance General retirement planning Government Employee
firm logo

Linda S

Series 66

Waldorf, MD

Edward Jones

Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans
firm logo

David M

Series 63, Series 65, Series 66

Leonardtown, MD

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning
firm logo

Thomas R

Series 66

Huntingtown, MD

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Military & Veterans Government Employee
firm logo

Christie A

Series 66

Leonardtown, MD

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans
firm logo

Casey S

Series 66

Prince Frederick, MD

Edward Jones

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Government Employee
firm logo

Shaun K

Series 66

La Plata, MD

Edward Jones

Divorce financial planning Wealth management Government Employee Sales Professional
firm logo

Mark W

ChFC®, Series 66

La Plata, MD

Edward Jones

Retirement income strategy General retirement planning
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")