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, independent investment adviser serving individuals, high-net-worth clients, and employer plan sponsors. The firm provides one-time, comprehensive, and project-based financial planning, discretionary investment management, retirement plan consulting, and educational seminars or speaking engagements. The firm’s investment work blends asset-allocation and passive management with a range of analytical methods—fundamental, technical (including cyclical and charting), and mutual fund/ETF analysis—and can incorporate socially responsible (ESG) approaches when requested. Clients receive written financial plans, ongoing monitoring, and quarterly account reviews, and the firm may trade on a discretionary basis within client-imposed restrictions. Noteworthy for an adviser of its size, the firm offers retirement plan consulting to plan sponsors—providing ERISA fiduciary services, participant education, fee analysis, and vendor searches—which is a service relatively uncommon among small independent advisers. It also regularly delivers educational seminars (fee range $0–$10,000, offered virtually or in person) and operates as a small practice managing several million dollars for a limited client base, led by a principal with CFP certification and additional business-analytics training.

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
Joe Forish	New York, NY	5

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