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 67 near 98233

Out of 400,000+ nationwide

firm logo

William G

Series 66

Mount Vernon, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
firm logo

Isaac W

Series 63, Series 66

Sedro Woolley, WA

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management
firm logo

Lori S

Series 66

Mount Vernon, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Military & Veterans Public Service Employee Founder/Business Owner Intergenerational Families
firm logo

Kari K

Series 66

Burlington, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning ESG / Sustainable investing Religious/faith focused
firm logo

Rachel W

Series 66

Burlington, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Multi-generational wealth transfer Wealth management Intergenerational Families
firm logo

Micah K

Series 66

Burlington, WA

Edward Jones

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Planning for children with special needs
firm logo

Melissa C

Series 66

Mount Vernon, WA

Edward Jones

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning
firm logo

Timothy P

Series 63, Series 66

Mt Vernon, WA

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer
firm logo

Scott P

Series 66

La Conner, WA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
firm logo

Luke M

CFP®, Series 66

Burlington, WA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement withdrawal strategies ESG / Sustainable investing
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")