Welcome to the Blue Rock Blog

At Blue Rock Financial Group, we believe in celebrating achievements that reflect growth and dedication. Today, we are proud to recognize Delaney Argo for earning the Financial Paraplanner Qualified ProfessionalTM (FPQP®) designation. The FPQP® designation is awarded to individuals who complete a rigorous program focused on the fundamentals of financial planning. It equips professionals with the knowledge to provide comprehensive support...

Blue Rock Financial Group proudly participated in the annual Dewey Goes Pink 5K, an inspiring event dedicated to raising awareness and funds for breast cancer research. Our team not only showed up in full force, but we also achieved some impressive times on the course! It was a fantastic day filled with camaraderie, community spirit, and a shared commitment to...

The 2024 Delaware Business Owner Summit presented by Blue Rock Financial Group was an early highlight of the summer that brought local business leaders and entrepreneurs to beautiful Dewey Beach, DE. The summit featured incredible local and regional participation, with a notable number exceeding 150 attendees. Financially, the event was successful, raising substantial funds through ticket sales, sponsorships, and donations,...

Blue Rock Financial Group is excited to welcome its first Summer Intern, Liz Perry! Liz is a multi-talented individual, excelling as a 2-sport college athlete and serving as a lifeguard for Delaware State Parks. She graduated from Frostburg State University with a bachelor’s degree in marketing & business management and is currently pursuing her master’s degree at Salisbury University. Despite...

Last month, Blue Rock Financial Group hosted the ‘Secrets of the Chef’ with Delaware’s own culinary maestro, Robbie Jester, in Rehoboth Beach and Wilmington, DE. With an incredible talent for curating some of the best food, Chef Robbie mesmerized our clients with his easy-to-understand culinary skills. He also shared his secrets and lessons learned from working in some of the...

The first ever Delaware Business Owner Summit is coming to Dewey Beach on Thursday, June 20, 2024. The Summit is designed to provide small business owners with valuable insights and strategies to enhance efficiency, productivity, and get them thinking about the various scenarios of succession planning. The event will take place at The Hyatt Place in Dewey Beach, DE and...

We are pleased to introduce Nick Lombardo, CFA, as the newest member of the Blue Rock Financial Group team. With his impressive background in investment management and comprehensive knowledge of the ever-changing markets, Nick will prove to be a valuable asset to our team. Nick will ultimately transition into a financial planning role, where his skills and expertise will be...

Kelly, Todd, Carter, and Steve attended a conference this past week in Nashville, TN. Innovation is imperative for the growth of any business and our team is always looking for the best way to serve our clients in an ever-changing arena of cutting-edge technology. At the conference, they had the opportunity to listen to industry experts and share ideas with...

Blue Rock Financial Group is delighted to announce the addition of Delaney Argo as our newest Client Service Representative! With a strong background in customer service, Delaney is poised to enhance the client experience and strengthen relationships within the company. She has quickly become an incredibly valuable asset to our firm, and we know she will continue to do incredible...

This month, Blue Rock Financial Group gathered in Wilmington, DE to discuss our year in review during our Quarter 4 meeting. Our team discussed what we did well as a firm and what we have the ability to improve upon for 2024. We have made significant improvements to our processes, and we have added some incredibly talented teammates; Tabitha Thomas,...