A complete list of active advisors currently associated with Fortrove Partners
Warmer can help you find a great advisor at Fortrove Partners or one who fits your needs even better.
Fortrove Partners is a fee-only, registered investment adviser that serves a small roster of individual clients and employer plan sponsors. The firm offers one‑time and comprehensive financial planning, ongoing portfolio management, project‑based planning, retirement plan consulting for sponsors, and educational seminars or speaking engagements. The firm tailors engagements to individual circumstances, typically managing accounts on a discretionary basis and establishing asset‑allocation targets that combine passive core strategies with selective active techniques and socially responsible (ESG) options. Its methods include fundamental, technical, cyclical, and charting analysis, regular monitoring and quarterly reviews, and allowance for reasonable client‑imposed restrictions or values‑based customizations. What is distinctive is the combination of a solo, boutique practice (approximately $5.75 million in AUM and about ten clients) with services more commonly offered by larger firms: ongoing retirement plan consulting—provided with ERISA fiduciary considerations—and public or organization‑level educational seminars. The firm also provides narrow, project‑focused services such as employee benefits optimization and employee stock/RSU compensation reviews, which are less common among independent advisors of this size.
To learn more about the advisors currently working at Fortrove Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 4
|
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.
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")