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)

Advisors near 28027

Out of 400,000+ nationwide

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David W

CFP®, ChFC®, Series 63

Mooresville, NC

Rooted Planning LLC

Active portfolio management Tax-loss harvesting
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Leonard M

CFP®, Series 63

Huntersville, NC

Abundant Advisors, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Timothy P

CFP®, Series 63, Series 65

Concord, NC

360 Aviation Advisors, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Airline Pilot
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Phillip G

Series 63, Series 65

Huntersville, NC

Bulldog Asset Management, Inc.

Wealth management
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Patrick R

Series 63, Series 65

Concord, NC

Optimal Planning LLC

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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Michael F

CFP®

Mooresville, NC

Evergreen Wealth Services

Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future. Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.

Inherited wealth General retirement planning Wealth management Founder/Business Owner Sandwich Generation
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James K

CFP®, CFA®

Huntersville, NC

Glass Lake Wealth Management

Active portfolio management Tax-loss harvesting Retirement income strategy Equity compensation tax strategy Options & derivatives strategies Executive Founder/Business Owner
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Brendan W

CFP®, CFA®, Series 63, Series 65

Davidson, NC

Granada Wealth Management, LLC

General retirement planning Income planning General tax planning Multi-generational wealth transfer Cash flow / budgeting
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Edin C

CFA®, Series 65

Huntersville, NC

Maximum Advisory

Retirement income strategy General tax planning Real estate investing
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William H

CFP®, ChFC®, Series 63

Mooresville, NC

Durant Wealth Mgmt Advisory Services

Annuities
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