Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

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)

Find a financial advisor

Out of 400,000+ nationwide

user avatar

Alexander S

Series 65

Beresford, SD

Tyr Securities LLC

Alexander Schramm Von Blucher is a financial advisor at Tyr Securities LLC with a Series 65 credential and one year of experience. His background includes roles in education and community organizations such as Little Flippers Swim School, YMCA, and several universities. Tyr Securities LLC is a fee-only, SEC-registered investment adviser that provides wealth management and project-based financial planning services to individual clients. The firm employs a combination of analytical methods and proprietary AI models to construct diversified portfolios, offering discretionary management with tailored asset-allocation targets and socially responsible options upon request.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Ryan W

Series 65

Beresford, SD

Tyr Securities LLC

Ryan Wilson is a Series 65-licensed financial advisor with Tyr Securities LLC, where he has worked since 2025. He previously held positions at Keats Kunmig and Everlaw, and has academic experience at Princeton University and UC Santa Barbara. Tyr Securities LLC is a fee-only, SEC-registered investment adviser providing wealth management and project-based financial planning for individual clients. The firm uses a combination of analytical methods and proprietary AI models to manage diversified portfolios, offering discretionary management with tailored asset allocation and socially responsible options.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar
firm logo

Ryan F

Series 66

Beresford, SD

Ameriprise

Ryan Fedders is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, Fedders coaches freshman girls basketball at Sioux Falls Christian. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers these services through a centralized consulting team alongside its broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Michael B

Series 63, Series 65

Beresford, SD

Ameriprise

Michael Borg is a financial advisor at Ameriprise with three years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services from 2022 to 2025. Outside of financial advising, he provides paid music services for funerals and weddings. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

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")