Following the success of the 2025 Delaware Business Owner Summit, our team is already hard at work shaping what’s to come in 2026. The growth of this event over just two years has been remarkable, and the excitement from this year’s attendees and sponsors has made it clear—this summit has become a cornerstone of the Delaware business community. As we...

The 2025 Delaware Business Owner Summit, hosted once again at the Hyatt in Dewey Beach, was a resounding success—bringing together over 200 business owners, entrepreneurs, and thought leaders for a full day of connection, insight, and momentum. As a completely sold-out event, the energy and enthusiasm throughout the day reaffirmed why this summit has become a must-attend for the Delaware...

We are excited to welcome Chris Owens, CFP® to Blue Rock Financial Group. Chris joined us in June 2025, bringing nearly 20 years of experience in the financial services industry. With a strong background in financial planning and investment management, Chris has spent his career helping individuals and families align their financial strategies with their life goals. Most recently, he...

Blue Rock Financial Group is proud to welcome Justin Bennitt as the newest addition to our team. Justin joins us with over 30 years of experience in the asset management industry and a distinguished track record in portfolio management, research, and client performance. His career began at Brandywine Global Investment Management, where he advanced through key roles including performance analyst...

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...

Carter has consistently exemplified the highest standards of integrity, thought leadership, and innovation in financial planning. Since joining Blue Rock in 2019, Carter has combined technical expertise with an empathetic, modern approach to advising clients—always rooted in helping people live more intentionally and plan with purpose. Before Blue Rock, Carter earned a dual degree in Financial Planning & Wealth Management...

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...