Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Find your advisor

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 39 near 98611

Out of 400,000+ nationwide

firm logo

Tracy A

Series 63, Series 66

Longview, WA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning General retirement planning Women Professionals
firm logo

Todd B

CFP®, Series 66

Longview, WA

Edward Jones

Exec comp design Startup equity planning Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
firm logo

Roy G

CFP®, Series 66

Longview, WA

LPL Financial

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer Wealth management General retirement planning
firm logo

Garrett A

Series 63, Series 66

Castle Rock, WA

Edward Jones

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance
firm logo

Nolan B

Series 66

Kelso, WA

Edward Jones

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy Founder/Business Owner Educators, Teachers, and Academics
firm logo

Kody J

Series 66

Longview, WA

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Public Service Employee
user avatar
firm logo

John B

Series 63, Series 66

Longview, WA

Bryant Wealth Management, Inc.
user avatar
firm logo

Damon G

CFP®, ChFC®, Series 63, Series 65

Longview, WA

Retirement Strategies
user avatar
firm logo

Aili W

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.
user avatar
firm logo

Max K

Series 63, Series 65

Longview, WA

Continental Investors Services, Inc.
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")