Direct booking

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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 87 near 62521

Out of 400,000+ nationwide

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Keith B

Series 66

Decatur, IL

Edward Jones

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retirement income strategy Military & Veterans
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Jessica A

Series 66

Decatur, IL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Nicholos B

Series 66

Decatur, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Jordan B

Series 66

Decatur, IL

Edward Jones

Business ownership considerations Wealth management Founder/Business Owner Executive
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Travis R

CFP®, Series 66

Mt Zion, IL

Edward Jones

Retirement income strategy General estate planning guidance Liquidity event planning Stock option exercise strategy Executive
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Hannah C

Series 66

Decatur, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Passive / index investing ESG / Sustainable investing
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Tim B

Series 63, Series 65

Decatur, IL

Baker & Company Advisory Group Inc
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Scott G

Series 63, Series 66

Decatur, IL

Saxony Capital Management, LLC
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Alexis T

Series 66

Dalton City, IL

Midwestern Securities Trading Company, LLC
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Jamie B

CFP®, Series 66

Decatur, IL

Benjamin F. Edwards & Company, Inc.
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