We’re one of the most comprehensive Financial Planners in Sussex County, as seen in:
Why Choose Blue Rock Financial Group?
We’ve built financial planning for all that you are.
For Your Entire Life (Not Just Your Investments)
Every financial decision has an impact. We advise on your Current Financial Position, Investment Planning, Tax Planning, Insurance Planning, Estate Planning and more. When you make a decision in one area, it has an impact on all the others. Understanding that impact before you act will give you confidence the decisions you are making are the right ones.The Highest Level of Financial Planning
Personalized financial advice goes beyond standard plans to meet your individual needs. How would it feel to have a partner to guide you once you are retired (unemployed)? For many, retirement equals freedom, and for some uncertainty. Our approach is comprehensive, to ensure your decisions don’t create unintended surprises in the future.Fair Fees With No Surprises
Value has been lost in our society. Price is about getting more value than you pay. At Blue Rock, we are faithfully committed to providing far more value and peace of mind than we charge.Ways We Partner with You to Achieve Your Goals
Private Wealth Management
HOLISTIC PLANNING & INVESTMENT MANAGEMENT FOR YOU
- Our most comprehensive service
- A committed financial planning team that proactively advises around your unique circumstances
- Your financial plan is reworked annually to account for both small and large changes as the years go by
- Effective communication to help you make informed decisions with confidence
- Access to your own personal website to obtain easy access to all of your financial information and support, accessible from your computer or mobile
- We act as the quarterback between you and all other professional advisors
One-Time Financial Plan
A CUSTOM PLAN WITH THE RIGHT ADVICE AT THE RIGHT TIME
- A series of meetings guided by your advisor to uncover your short & long-term goals
- Unbiased answers and guidance from a CFP® to create your financial plan
- Includes a roadmap to provide extended guidance so you stay on the path to achieving your desired financial outcomes
Investment Management
PORTFOLIO MANAGEMENT FOR YOUR MOST VALUED ASSETS
- Minor adjustments to your portfolio based on broad market conditions
- Investment considerations include tax minimization and distribution focus
- Your team includes seasoned professionals with a global market view
- Recommendations regarding the adjustment of risk as you approach your goals
How We Work With You
Take a look at what it’s like to work with Blue Rock Financial Group.

Meet your CFP® Professional
You will have access to a team of CERTIFIED FINANCIAL PLANNER™ professionals--the highest possible certification--and go into detail about your full financial life story to focus on what matters most to you.

Build a Plan & Put it Into Action
You’ll work with your CFP® professional to establish a strong foundation, reveal choices you didn’t know you had, and ensure you’re making the right decisions. We will work with you to execute your plan.

Nurture Your Plan
Since your financial plan needs to keep evolving based on what changes in the world and in your life, we meet with you at least annually to completely rework your Financial Plan. Along with 2 additional check-ins, your CFP® professional is available to you when questions arise.
Learn more about how we build a personalized, high-impact plan to create your best financial outcomes.
We’re one of the most comprehensive financial services companies in Sussex County.
40
-
0
%
Average Net Worth
Increase Over 5 Years
49
%
Client
Retention
50
%
Advisors hold
Professional Designations
Grow Your Knowledge
We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.
See for yourself why we’re one of the most comprehensive financial services companies in Sussex County, Delaware.
Get Started
To schedule a free consultation with a Blue Rock expert, fill out the form below and we will contact you within 24 hours.
OR
To speak with someone now, call us at
(302) PLANNER
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