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 54 near 25541

Out of 400,000+ nationwide

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Travis W

Series 66

Hurricane, WV

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Hannah S

Series 66

Barboursville, WV

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management
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Kent B

Series 66

Hurricane, WV

Edward Jones

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

Series 66

Hurricane, WV

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Brittany W

Series 66

Hurricane, WV

Edward Jones

Business ownership considerations Business succession planning Retirement income strategy Planning for children with special needs Military & Veterans Newlywed/Engaged Young Families Parents Intergenerational Families
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Nathan G

CFP®, Series 66

Milton, WV

Edward Jones

Retirement income strategy Business ownership considerations Wealth management Founder/Business Owner Intergenerational Families
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Ethan L

Series 65

Barboursville, WV

Layne Financial Group
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Joseph S

Series 63

President & Ceo, WV

The Spano Group Wealth Managers
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James M

Series 66

Hurricane, WV

McKee Wealth Management
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John A

Series 66

Hurricane, WV

JA Investment Management, LLC
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