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 46 near 63383

Out of 400,000+ nationwide

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Danielle D

Series 66

Warrenton, MO

Edward Jones

General retirement planning Wealth management
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Eric K

Series 63, Series 66

Foristell, MO

Fidelity

Eric Kane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at the same firm from 2020 to 2023. In his professional capacity, Eric focuses on developing comprehensive financial plans tailored to the unique situations and goals of each client. Eric holds an Arkansas Insurance License, supporting his work in financial consulting and planning. Outside of his professional life, he enjoys spending time with his wife, daughter, and their three dogs. His personal interests include baseball, fishing, football, golf, hiking, and caring for pets.

General retirement planning Income planning Cash flow / budgeting
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Sara L

Series 66

Moscow Mills, MO

Edward Jones

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy Business ownership considerations Founder/Business Owner
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Adam L

Series 66

Warrenton, MO

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Donna W

Series 63, Series 66

Wentzville, MO

Edward Jones

Retirement income strategy Retirement withdrawal strategies Exec comp design Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance
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Nicholas W

CFP®, Series 66

Foristell, MO

Edward Jones

Retirement income strategy General estate planning guidance Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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Michael B

Series 66

Wright City, MO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Planning for children with special needs General retirement planning Wealth management
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Daniel L

Series 66

Wentzville, MO

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Alexander M

Series 66

Troy, MO

Edward Jones

Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies General estate planning guidance
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Ryan T

CFP®, Series 66

Troy, MO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management
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