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)

Top 30 financial advisors of 53 near 46582

Out of 400,000+ nationwide

firm logo

Brock T

CFP®, Series 66

Warsaw, IN

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
firm logo

Brandon S

CFP®, ChFC®, Series 66

Warsaw, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management ESG / Sustainable investing Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
firm logo

Jason E

CFP®, Series 63, Series 66

Warsaw, IN

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner
firm logo

Mark B

Series 63, Series 66

Leesburg, IN

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management
firm logo

Scott T

CFP®, Series 66

Winona Lake, IN

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
firm logo

Jerry K

CFP®, Series 66

Warsaw, IN

Edward Jones

Retirement income strategy General retirement planning Wealth management
firm logo

Justin E

CFP®, Series 66

Warsaw, IN

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar
firm logo

Joseph B

CFP®

Winona Lake, IN

SYM Financial Advisors
user avatar
firm logo

Richard H

Series 65

Winona Lake, IN

SYM Financial Advisors
user avatar
firm logo

Evan S

CFP®, Series 66

Winona Lake, IN

SYM Financial Advisors
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")