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 43055

Out of 400,000+ nationwide

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Brian V

Series 63

Newark, OH

Van Winkle Wealth Management Group LLC

Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Income planning Founder/Business Owner Retired
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Elizabeth C

CFP®

Newark, OH

Welsh Hills Financial Services, LLC

General retirement planning General tax planning Cash flow / budgeting
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Thomas C

Series 63, Series 65

Newark, OH

The Retirement Specialist of Central Ohio

General retirement planning Retirement income strategy Business ownership considerations Tax strategies for small businesses Self-Employed
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Jonathan T

Series 63, Series 66

Pataskala, OH

Patriot Asset Advisors, LLC

Active portfolio management Options & derivatives strategies
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Michael A

Series 65, Series 66

Pataskala, OH

Patriot Asset Advisors, LLC

Active portfolio management Options & derivatives strategies
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Joshua D

Series 66

Granville, OH

Walden Financial

Annuities Business ownership considerations Cash flow / budgeting
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Richard S

CFP®, Series 63

Pataskala, OH

Patriot Asset Advisors, LLC

Active portfolio management Options & derivatives strategies
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Aaron S

ChFC®, Series 63, Series 65

Heath, OH

W&S Advisory Services, LLC

College savings (529s, UTMA, etc.) General retirement planning Income planning Cash flow / budgeting Parents Young Families
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Brandy B

Series 66

Granville, OH

The huntington Investment company

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Sheila S

Series 63, Series 65

Granville, OH

Nbc Securities, Inc.

Retirement income strategy Wealth management Founder/Business Owner Retired
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