Overwhelmed by options?

Answer a few questions to see advisors matched to you.

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)

Top 30 financial advisors of 160 near 77521

Out of 400,000+ nationwide

firm logo

Bryson S

Series 66

Mont Belvieu, TX

Edward Jones

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

Matthew S

CFP®, ChFC®, Series 63, Series 66

Baytown, TX

Edward Jones

Divorce financial planning Retirement income strategy General estate planning guidance Planning for children with special needs Wealth management
firm logo

Mason C

Series 66

Seabrook, TX

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
firm logo

Virginia G

Series 66

El Lago, TX

Fidelity

Virginia Grosz is a Planning Consultant at Fidelity Investments, where she works to provide a comprehensive planning experience to help clients and their families create plans for retirement and beyond. She has been with Fidelity Investments since 2022, progressing from the role of Financial Representative to Relationship Manager, and currently serves as a Planning Consultant since 2023. Throughout her time at Fidelity Investments, Virginia has gained experience in client relationship management and financial planning. Her roles have involved working closely with clients to develop and implement financial strategies that align with their retirement goals. Further information regarding Virginia's education, credentials, personal interests, and community involvement has not been provided.

General retirement planning
firm logo

Jonathan W

Series 66

Deer Park, TX

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Military & Veterans
firm logo

Andrew S

Series 66

Seabrook, TX

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Multi-generational wealth transfer
firm logo

Sylvia G

Series 63, Series 66

Mont Belvieu, TX

Edward Jones

General retirement planning
firm logo

Justin C

CFP®, ChFC®, Series 66

Baytown, TX

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Oil & Gas Intergenerational Families
firm logo

Lindsey F

Series 66

Baytown, TX

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Oil & Gas Technology Professional Real Estate Professional Religious/faith focused Values-based investing
firm logo

Aric B

CFP®, Series 63, Series 66

Baytown, TX

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Military & Veterans Founder/Business Owner
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")