Blue Rock Financial Group, based in Rehoboth Beach and Wilmington, DE, is a fiduciary, fee-based Registered Investment Advisor (RIA) that serves a broad range of clients —including business owners, executives, professionals, and retirees. Their approach is holistic and adaptive, designed to help clients navigate an ever-changing world. Each client relationship includes a comprehensive financial plan that’s reviewed and refined annually, with at least two additional check-ins throughout the year. Blue Rock advisors act as financial “quarterbacks,” proactively coordinating across legal, tax, investment, and insurance needs. For business owners, they offer services such as 401(k) implementation, private wealth management, tax strategy, succession planning, and risk mitigation. Their model is rooted in client-first advice with no product sales, and they emphasize structured, forwardlooking guidance to ensure clients stay aligned with their evolving goals and economic realities.