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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 188 near 60410

Out of 400,000+ nationwide

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Mark K

CFP®, Series 63, Series 66

Joliet, IL

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management LGBTQIA
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Dean S

Series 66

Wilmington, IL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Retirement income strategy Founder/Business Owner Newlywed/Engaged Young Families Intergenerational Families
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Connor S

Series 66

Coal City, IL

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Edward P

Series 66

Joliet, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
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Michael W

Series 63, Series 66

Morris, IL

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management LGBTQIA Divorced
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Nathan M

CFP®, Series 66

Lockport, IL

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General estate planning guidance
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Scott S

CFP®, ChFC®, Series 66

Joliet, IL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner
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Stephen C

Series 63, Series 66

Lockport, IL

Fidelity

Stephen Clough is currently the Branch Leader at the Orland Park Investor Center with Fidelity Investments, a role he has held since 2021. In this position, he supports the financial professionals who assist clients with their financial needs. His professional experience is focused on leadership within the financial services sector. Stephen's personal interests include baseball, comedy, and traveling.

Financial Professional
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Ryan S

CFP®, Series 66

Lockport, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Edward D

Series 63, Series 66

Joliet, IL

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer
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