Financial Strategies for Tech Employees

Tired of trying to do it yourself? Find someone you can trust.

Optimize Equity Comp | Lower Taxes | Grow Your Wealth

Life is Too Short Not to Have a Plan

Are you losing money because you’re not sure when to buy or sell?

Are you confused about your RSUs and stock options?

Does tax planning with equity comp make your eyes glaze over?

You Deserve Straightforward Guidance

You shouldn’t feel confusion, frustration, and stress around your finances. Get straightforward guidance and individualized attention to give you clarity on equity compensation.

We work together to focus on your situation, your hopes, and your dreams, so you can confidently make decisions about:

  • RSUs

  • Stock Options – ISOs and NSOs

  • Restricted Stock Awards

  • Deferred Compensation

  • Employees Stock Purchase Plan (ESPP)

  • Diversification & Investing

  • Tax Planning

  • PSUs

Who We Serve

About Me

I founded Fortrove Partners to help founders and employees with equity ownership relieve stress around financial planning decisions. Equity compensation is complicated, and I’ve read through all the proxies, options agreements, and RSU documents so you don’t have to.

From a young age, I learned the value of exceptional client service while working at my father’s auto dealership, and I also came to understand both the rewards and challenges of running a business.  I chat with people every day who don’t understand all the finance lingo. It can feel scary trying to pick a financial advisor when you aren’t sure how to communicate about the ins and outs of your equity compensation.

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, all so that I can help you invest in your future.

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.

How We Work Together

You deserve a guide who will thoroughly explain things to you in a simple way to relieve your anxiety and accompany you on your financial journey.

  • Equity Compensation Expertise

  • Personal Attention That Lets You Live Your Dreams

  • Thought Partner

  • Commission Free

  • Commitment to Guiding You to Achieve Your Goals

  • Financial Planning Partnership

Important Questions You Should Be Asking

You may not know all of the ins and outs about your equity compensation. Have you ever found yourself asking:




As a fiduciary, I always act in your best interest.  I am obligated to provide services in accordance with your needs and goals at all times.

  • Fortrove Partners is a fee only advisor, meaning there is never a commission and there is never an incentive for recommending investments to you
  • The financial planning fee is a set dollar amount or it can be determined by the assets under management
  • The transparent fee schedule tells you exactly how I get paid and I receive the same compensation regardless of the recommendations to you 

Fortrove Partners is inclusive and offers financial planning to everyone.

No!  There are no minimum account size requirements.

I am independent, meaning that I am not bound to a financial institution or their products.

There is no cost and no obligation associated with a 30 minute introductory conversation.  Schedule an appointment here.

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