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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 40 near 71909

Out of 400,000+ nationwide

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James B

CFP®, Series 66

Hot Springs Village, AR

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Military & Veterans Founder/Business Owner
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Kirk B

Series 63, Series 66

Hot Springs Village, AR

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management
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Eric P

Series 66

Hot Springs, AR

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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Deedra B

Series 63, Series 66

Hot Springs Village, AR

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance
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John L

CFP®, Series 63

Hot Springs Village, AR

JWL & Associates, Inc.
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Scott S

CFP®, CFA®, Series 66

Hot Springs, AR

Good Life Wealth Management LLC
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David A

Series 63, Series 65

Hot Springs Village, AR

Hot Springs Asset Management, Inc.
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Malissa M

Series 65

Hot Springs, AR

Black Knight Wealth Management, LLC
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Tony N

Series 65

Hot Springs, AR

Strongtower Wealth Management, Plc
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Todd S

Series 66

Hot Springs, AR

Strongtower Wealth Management, Plc
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