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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 30 financial advisors of 50 near 49010

Out of 400,000+ nationwide

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David R

Series 66

Otsego, MI

Edward Jones

Retirement income strategy Divorce financial planning Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional Public Service Employee
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David H

Series 63, Series 66

Wayland, MI

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Alayna O

Series 66

Allegan, MI

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Gary B

Series 66

Allegan, MI

Edward Jones

Retirement income strategy Liquidity event planning Business exit / sale strategy General estate planning guidance Executive
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Ginger T

CFP®, Series 66

Otsego, MI

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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Kyle B

CFP®, ChFC®, Series 63, Series 66

Hamilton, MI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Wealth management Founder/Business Owner
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Clayton S

CFP®, Series 66

Allegan, MI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Bryan P

Series 66

Grand Rapids, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) ESG / Sustainable investing Wealth management Charitable giving & philanthropy Values-based investing Religious/faith focused
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Morgan Y

CFP®, Series 66

Plainwell, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Michael K

Series 66

Fennville, MI

Edward Jones

Divorce financial planning Business ownership considerations General estate planning guidance General retirement planning Wealth management Military & Veterans Founder/Business Owner Divorced
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