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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)

Advisors near 62236

Out of 400,000+ nationwide

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Bruce K

Series 65

Fenton, MO

Midwest Investment Advisors, LLC

Options & derivatives strategies Real estate investing Annuities
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Stephen Z

Series 63, Series 65

St. Louis, MO

Viagem, LLC

ESG / Sustainable investing
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John G

CFP®, Series 65

St. Louis, MO

John C. Gower, CFP, EA

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting Tax-loss harvesting
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Charles H

CFP®, Series 65

St. Louis, MO

Heisner Financial, LLC

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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Joseph D

CFP®, Series 63, Series 65

St. Louis, MO

Smart Steps Wealth Management LLC

Options & derivatives strategies General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Ryan G

CFP®, CFA®

Webster Groves, MO

Bemiston Asset Management, LLC

I’m a CFA® and CFP® professional who helps young professionals and growing families navigate life’s big financial decisions with clarity and confidence. Many of my clients are in the middle of major transitions—equity compensation, an inheritance, buying a home, or welcoming a child—and want expert guidance without the jargon. I combine deep technical expertise with a straightforward, approachable style so you can make smart moves today and build lasting wealth for tomorrow. My approach is collaborative and grounded in your real-life goals. We’ll create a plan that’s clear, flexible, and tailored to your priorities—whether that’s funding your next big move, investing for long-term growth, or making work optional someday. The result? You spend less time stressing about money and more time enjoying the life you’re building.

Equity Recipients (RS/RSU, SOP, ESPP) Dual Income Family Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Patrick R

CFP®

Des Peres, MO

Generational Wealth Specialists

General retirement planning Tax-loss harvesting General tax planning
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Mark M

Series 65

Saint Louis, MO

Armory Oak Wealth LLC

Wealth management
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Alexandra H

Series 66

Saint Louis, MO

Herzog Financial Group, LLC

General retirement planning Income planning General tax planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Terrance D

PFS™, Series 65

St. Louis, MO

Terrance P Davis Cpa/Pfs

General retirement planning Cash flow / budgeting General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retired Founder/Business Owner Approaching retirement
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