Warmer

Direct booking

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 24201

Out of 400,000+ nationwide

Dirk C

CFP®, Series 66

Bristol, TN

Crandell Financial Planning, LLC

General retirement planning Income planning Tax strategies for small businesses Wealth management Medicare planning Founder/Business Owner Retired

George P

CFP®, Series 65

Bristol, VA

Parks Investment Management, LLC

Active portfolio management

Carter L

CFP®, Series 63, Series 65

Bristol, VA

American Values Investments, Inc.

Passive / index investing Active portfolio management

Christopher S

Series 63, Series 65

Abingdon, VA

Southland Equity Partners, LLC.

Wealth management General tax planning

Daniel T

Series 66

Abingdon, VA

Concord Wealth Partners

Retirement income strategy Active portfolio management Real estate investing

Tyler C

CFP®, Series 65

Abingdon, VA

Concord Wealth Partners

Retirement income strategy Active portfolio management Real estate investing

Jonathan W

Series 66

Abingdon, VA

Concord Wealth Partners

Retirement income strategy Active portfolio management Real estate investing

Justin L

Series 65

Abingdon, VA

Concord Wealth Partners

Retirement income strategy Active portfolio management Real estate investing

Jonathan L

CFP®, Series 63

Abingdon, VA

Concord Wealth Partners

Retirement income strategy Active portfolio management Real estate investing

Steven G

Series 63, Series 66

Abingdon, VA

On Investment Management CO

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

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")

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.