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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 21798

Out of 400,000+ nationwide

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Patricia B

CFP®, Series 65

Walkersville, MD

AAA Advisory LLC

General retirement planning Tax strategies for small businesses Cash flow / budgeting
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Christopher R

CFP®, Series 63, Series 65

New Market, MD

Applied Financial Wisdom

Retirement income strategy General estate planning guidance Business ownership considerations
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Brian W

CFP®, Series 66

Woodbine, MD

Homewood Capital Management East LLC

Annuities
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Christopher M

Series 63, Series 65

Frederick, MD

Murray Financial Group, Inc.

General retirement planning Income planning

Matt L

CFP®, EA

Frederick, MD

Cadence Planning, LLC

My name is Matthew, your advisor at Cadence Planning. I entered the professional world as a teacher. For over six years, I spent time with students, developed after-school robotics programs, and relished the opportunity to educate and empower the people around me. That is why, I believe it is important for clients to understand, I entered the financial world as a teacher as well. The passion for teaching never left me. I had witnessed, first hand, the impact education has on someone's self-confidence, security, and semblance of joy. And I carry this approach with me into my advising. In 2006 I decided to leave teaching altogether to work full-time as a tax accountant. I took and passed each section of the EA exam between 2009 and 2010, receiving my EA designation in March 2011. I've been given the opportunity to present to my peers at conferences and in 2012 was honored to be a recipient of the “Outstanding Young Professionals Award” from the Maryland Society of Accountants. In 2021, I completed the Financial Planning Program at the Boston Institute of Finance at Bryant University and subsequently passed the CFP exam and earned my CFP Marks. It's been a hard but rewarding journey and has left me feeling empowered to help clients. That is why I love what I do.

General tax planning Widow/Widower
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Jeffrey B

CFP®, Series 63, Series 65

Hagerstown, MD

Plan2Retire

General retirement planning Income planning College savings (529s, UTMA, etc.) Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Kurt H

Series 66

Ijamsville, MD

Safe Harbor Investment Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Catharine F

CFP®, Series 66

Frederick, MD

Catharine Fairley Planning Group LLC

Divorce financial planning General retirement planning Cash flow / budgeting Divorced
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Patrick F

Series 66

New Market, MD

Intentional

Private / alternative investments Business succession planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
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Leah W

CFP®, Series 65

Frederick, MD

Dorval & Chorne Financial Advisors

Divorce financial planning Debt management Cash flow / budgeting General retirement planning
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