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)

Advisors near 60543

Out of 400,000+ nationwide

firm logo

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
user avatar
firm logo

Joseph M

CFP®

Naperville, IL

Heritage Drive Wealth Management LLC

General retirement planning Cash flow / budgeting
user avatar

Richard P

CFP®, Series 63, Series 65

Naperville, IL

Patap Financial Services

General retirement planning General tax planning Cash flow / budgeting Retirement income strategy
user avatar

John B

Series 65

Naperville, IL

Bishop Financial Services LLC

Active portfolio management
user avatar
firm logo

Erik B

Series 66

Warrenville, IL

Retirement Portfolio Partners

Passive / index investing Tax-loss harvesting Social Security optimization Equity compensation tax strategy
user avatar

Darryl F

Series 66

Naperville, IL

Oakwood Wealth Advisors Ltd.

Social Security optimization Medicare planning Life insurance needs analysis Retirement income strategy Cash flow / budgeting
user avatar

Gary R

CFP®, Series 66

Naperville, IL

GCR Financial Services, LLC

Cash flow / budgeting General tax planning General retirement planning
user avatar
firm logo

Dina W

Series 66

Naperville, IL

Redwing Financial

Divorce financial planning College savings (529s, UTMA, etc.) Home buying Retirement income strategy Young Families Newlywed/Engaged Young Professionals
user avatar

Michael L

Series 63, Series 65

Bolingbrook, IL

MLN Investments LLC

Options & derivatives strategies Active portfolio management
user avatar
firm logo

Daniel R

CFP®, Series 63, Series 65

Naperville, IL

Hampton Financial Services

General retirement planning
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")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.