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 76901

Out of 400,000+ nationwide

firm logo

Zach R

CFP®

San Angelo, TX

Circadia Financial Planning

I started Circadia because I believe financial planning should match the pace and complexity of the lives it supports. I work with individuals and couples who are earning well but making high-stakes decisions fast — equity comp, student debt, career moves, growing families — and who want a planning partner, not a product salesperson. My planning is anchored in tax strategy and built around what actually drives outcomes: cash flow, risk management, and making sure your wealth-building doesn't quietly drift from your values. For clients who want me to manage investments too, I do that as a separate engagement — but planning always comes first. As the spouse of a medical professional, I have a personal appreciation for what it means to work in high-demand, high-responsibility roles. That perspective shapes how I serve healthcare professionals and others whose time and mental bandwidth are already spoken for. Our work together is virtual-first and designed to fit into — not disrupt — your already full life. If you're looking for someone who will take your full financial picture seriously — not just your portfolio — let's talk.

General tax planning Doctor or Medical Professional Gen Y/Millennials (Born 1980-1995) Parents
user avatar
firm logo

Levi C

Series 65

San Angelo, TX

Outlier Financial Partners, LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Active portfolio management Founder/Business Owner Executive Young Families Approaching retirement
user avatar
firm logo

Nathan G

Series 65

San Angelo, TX

Outlier Financial Partners, LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Active portfolio management Founder/Business Owner Executive Young Families Approaching retirement
user avatar
firm logo

Justin O

Series 65

San Angelo, TX

Outlier Financial Partners, LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Active portfolio management Founder/Business Owner Executive Young Families Approaching retirement
user avatar
firm logo

Spencer P

Series 65

San Angelo, TX

Plagens & Taylor Wealth Management

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar
firm logo

Flynn M

Series 65

San Angelo, TX

Plagens & Taylor Wealth Management

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar
firm logo

Rusty T

Series 65

San Angelo, TX

Plagens & Taylor Wealth Management

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar
firm logo

Charles R

Series 63

San Angelo, TX

Plagens & Taylor Wealth Management

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar
firm logo

Katy T

Series 65

San Angelo, TX

Plagens & Taylor Wealth Management

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar
firm logo

Douglas M

ChFC®, Series 63

San Angelo, TX

OFG Financial Services, Inc.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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.