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 30 near 27017

Out of 400,000+ nationwide

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Michael W

Series 66

Pilot Mountain, NC

Edward Jones

Retirement income strategy General retirement planning
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Aaron M

CFP®, ChFC®, Series 66

Jonesville, NC

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Randy J

Series 66

Mount Airy, NC

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance
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Paul B

CFP®, Series 63, Series 65, Series 66

Dobson, NC

Edward Jones

Retirement income strategy Wealth management
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Tammy J

Series 63, Series 66

Mount Airy, NC

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management
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Scott A

Series 66

Dobson, NC

Edward Jones

Retirement income strategy General retirement planning Divorce financial planning Wealth management
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Andi S

Series 66

Mt Airy, NC

Edward Jones

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

Series 66

Elkin, NC

Edward Jones

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

Series 63, Series 65

Dobson, NC

Edward Jones

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Founder/Business Owner
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Kody E

CFP®, Series 66

Mt Airy, NC

Edward Jones

Retirement income strategy Charitable giving & philanthropy
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