Joe Forish, CFA, CFP®
Financial Strategies for Tech Employees & Founders | Fee-Only | Fiduciary
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Serving Clients Nationwide
Financial Strategies for Tech Employees & Founders | Fee-Only | Fiduciary
Areas of Focus
- Business Owners
- Employee Stock Options
- Financial Planning
- High Net Worth
- Investment Management
About Joe Forish, CFA, CFP®
If you're a founder or tech employee with a meaningful amount of your wealth tied to company stock, the decisions can get complicated quickly.When should you exercise your options? How much AMT could that create? What should you do with vested RSUs? How much company stock is too much? And if an IPO, tender offer, or other liquidity event is on the horizon, what should you be doing now to prepare?
You shouldn't have to figure all of that out on your own.
I'm Joe Forish, Founder of Fortrove Partners. I built Fortrove to help founders and tech employees make thoughtful decisions about their equity compensation and understand how those decisions fit into the rest of their financial lives.
We work almost exclusively with equity-compensated technologists. That means spending time in the details—reviewing option agreements, RSU grants, 409A valuations, vesting schedules, and tax implications—then turning all of that complexity into a clear plan.
Whether you're deciding when to exercise ISOs, preparing for a tender offer or IPO, managing a concentrated stock position, or simply wondering what you should be doing with your equity, the goal is the same: help you understand your options, make informed decisions, and feel confident about the path forward.
Fortrove is a fee-only fiduciary, so the advice is built around what's best for you.
My approach to client service started long before Fortrove. Growing up in my family's small business taught me what it means to take care of people and how personal the decisions around a business can become. Before founding Fortrove, I invested in public and private equity markets, experience that now informs the work I do with clients whose wealth is often concentrated in a single company.
I hold a B.S. in Finance and International Business from Pennsylvania State University and completed the Harvard Business Analytics Program with Distinction.
If your equity has become an increasingly important—and increasingly complicated—part of your financial life, let's talk. You don't need to have all the answers or even know exactly what questions to ask. That's what the first conversation is for.
When I'm not working with clients, you'll usually find me on a tree-lined ski run or longboarding when it's glassy and cloudy. I live in New York City with my wife, Linda.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Affiliations
-
CFA Institute
- CFP Board
- XY Planning Network
- CFP Board
Primary Location
New York, NY, 10016
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Annual Retainer
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the “Book Intro Call” button above to schedule a complimentary introductory conversation. We’ll get to know each other, talk through your financial situation and what’s most important to you, and determine whether working together is a good fit. I look forward to speaking with you.Offers Investment Management
Yes
About Fortrove Partners
Fortrove Partners is a fee-only, fiduciary financial planning firm based in New York City that specializes in equity compensation planning for tech employees and founders.Who We Serve
We work with technologists holding RSUs, stock options (ISOs and NSOs), restricted stock awards, ESPPs, and other forms of equity-ownership complexity, as well as founders and entrepreneurs anticipating an acquisition, IPO, or other liquidity event. Our typical clients are established households, usually 25–45 years old, building wealth deliberately and ready for a long-term partnership.
Our Services
We help clients model stock option exercise scenarios, understand the alternative minimum tax implications of ISO exercises, and build multi-year strategies designed to optimize their after-tax outcome. We build one clear roadmap connecting cash flow, goals, and equity vesting timelines to the decisions that follow, and we coordinate exercises, elections, diversification, and tax moves with each client's CPA every year.
Transparent Pricing
Our full-service relationship is available for an annual retainer that includes management of a client's first $500,000 in assets, with a tiered percentage fee schedule applying above that threshold. We generate revenue only from client fees — no commissions, no products, and no other forms of compensation.
Education
Harvard University, Business Analytics Program, with Distinction | Pennsylvania State University, Bachelor of Science, Finance and International Business
Hobbies and Interests
- Family
- Skiing
- Surfing
- Tennis
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Couples
- Data Scientists
- Dual Income Family
- Engineers
- Entrepreneurs
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Gen Z
- Immigrants
- Intergenerational Families
- Investors
- Startup Employees
- Technology Professionals
- Young Families
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