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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 18 financial advisors of 18 near 43113

Out of 400,000+ nationwide

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Charles P

Series 63

Circleville, OH

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Religious/faith focused
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Ronald M

Series 66

Ashville, OH

Merrill

Ronald McClure is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on personal retirement planning, tax minimization, and retirement income strategies. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Ronald is part of the Hatley Strand McClure Team, which brings over 65 years of combined experience to provide a client-first approach to wealth management, emphasizing honesty, integrity, and proactive communication. Ronald’s professional background includes entrepreneurial experience founding RAM II Companies, a lawn care and home maintenance business, and serving as Director of Transportation for a local school district. His approach centers on building trusted relationships and guiding clients to establish and maintain a legacy for themselves and their families. Ronald holds a Bachelor's Degree from The Ohio State University and is a Personal Investment Advisor (PIA). He is actively involved in his community as a member of the Grove City Church of The Nazarene and as Sergeant at Arms of the Grove City Rotary Club. Outside of his professional and community activities, Ronald enjoys spending time with his wife Jennifer and their five children. His personal interests include boating, camping, table tennis, and volleyball. He also participates in the OSU Alumni Band and is a supporter of Ohio State sports.

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

Series 63

Circleville, OH

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Business succession planning Founder/Business Owner
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Jonathan M

Series 66

Ashville, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Caleb N

Series 66

Circleville, OH

Edward Jones

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
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Eric P

Series 65

Circleville, OH

Moment Financial Planning

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Dylan B

Series 65

Ashville, OH

Pace Financial Advisors

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Scott B

Series 63, Series 66

Circleville, OH

FIFTH THIRD SECURITIES, Inc.

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Tammi W

Series 63, Series 66

Commercial Point, OH

The huntington Investment company

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Daniel M

Series 66

Circleville, OH

Edward Jones

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