Direct booking

firm logo

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 40502

Out of 400,000+ nationwide

user avatar
firm logo

David D

ChFC®, Series 63, Series 65

Lexington, KY

Pulse Wealth

Wealth management Charitable giving & philanthropy Cash flow / budgeting
user avatar
firm logo

Chad K

Series 63, Series 65

Lexington, KY

BRK Wealth Management LLC

General estate planning guidance Cash flow / budgeting
user avatar
firm logo

Eugene C

CFP®, Series 63

Lexington, KY

Moneywise, Inc.

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

Erik G

CFP®

Lexington, KY

Geiser Wealth Planning, LLC

I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 18 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.

General retirement planning Sales Professional Mid-Career Professionals Gen X (Born 1965-1980)
user avatar
firm logo

Mohua D

CFP®, Series 66

Lexington, KY

Crimson Oak Wealth Management, LLC

Options & derivatives strategies Concentrated stock management Executive Retired Founder/Business Owner
user avatar
firm logo

Warren L

Series 65

Lexington, KY

Blue Castle Wealth

Business ownership considerations Business exit / sale strategy Retirement income strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Mikhail P

CFA®, Series 63, Series 65

Lexington, KY

Burl Investment Management, LLC

Active portfolio management ESG / Sustainable investing Wealth management Cash flow / budgeting Debt management Executive
user avatar
firm logo

James V

Series 66

Lexington, KY

Vermillion Private Wealth

Active portfolio management
user avatar
firm logo

Jake K

Series 65

Lexington, KY

Appalaches Capital, LLC

Active portfolio management Concentrated stock management
user avatar

Christopher C

Series 63, Series 65

Lexington, KY

Keepsake Management Inc.

Options & derivatives strategies Active portfolio management
Warmer team member

Not sure where to start?

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

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.