Todd Roselle Named Forbes Best-In-State Wealth Advisor for Second Consecutive Year

At Blue Rock Financial Group, we pride ourselves on delivering unparalleled financial guidance, and now, the world is taking notice again.

We are proud to announce that Todd Roselle, CFP®, ChFC®, president and founder at Blue Rock Financial Group, has been recognized as a Forbes Best-In-State Wealth Advisor for the second year in a row. This prestigious award, presented by Forbes in partnership with SHOOK Research, honors top-tier wealth advisors who demonstrate a commitment to excellence, client impact, and professional integrity.

A Standard of Excellence

Todd’s continued inclusion on this exclusive list underscores the trust he has built with his clients and his unwavering dedication to helping individuals, families, and business owners chart a path toward financial confidence. With over two decades of experience in financial planning and investment management, Todd is known for his holistic approach, blending personal care with in-depth technical knowledge.

The Forbes Best-In-State list is not based on portfolio performance. Instead, it emphasizes qualitative and quantitative factors such as service model, compliance record, industry experience, and client retention. Earning a place on this list two years running is a reflection of Todd’s enduring impact on the financial lives of his clients.

Leading with Purpose

“This recognition is a testament to the incredible relationships we’ve built with our clients and the passion we bring to every financial plan,” said Todd. “At Blue Rock, we believe that great advice is about more than numbers—it’s about clarity, purpose, and trust.”

Todd’s leadership has been instrumental in cultivating a firm culture grounded in teamwork, innovation, and personalized planning. Under his guidance, Blue Rock Financial Group continues to grow as a trusted partner for individuals at all stages of life—from retirement preparation to legacy planning.

Looking Ahead

As Blue Rock celebrates this milestone, we remain focused on delivering the same level of care and commitment that earned this recognition. Todd’s back-to-back achievement is not just a personal accolade—it’s a reflection of the entire team’s shared vision to help our clients live more intentional financial lives.

Congratulations to Todd on this well-earned honor!