About Blue Rock Financial Group
<p>Founded in 2012, Blue Rock Financial Group is a fee-based Registered Investment Advisor with offices in Wilmington and Rehoboth Beach, serving plan sponsors and individuals across Delaware and the Philadelphia metro area.</p> <p>The firm has a 9-person team that works with business owners, pre-retirees, retirees, and executives. Along with private wealth management, Blue Rock offers one-time financial planning and ongoing investment management, plus support for 401(k) plans for businesses. A key differentiator is the way the firm pairs retirement plan work with business owner exit planning, so owners can connect plan decisions to long-term sale and succession goals.</p> <p>For employers, Blue Rock handles plan design, plan benchmarking, and design analysis, and provides fiduciary education for plan sponsors. The firm also supports fiduciary audit and compliance needs, including help with Department of Labor requirements and investment selection processes.</p> <ul> <li>401(k) plan support for businesses, including plan design</li> <li>Fiduciary audit support and fiduciary education for plan sponsors</li> <li>Compliance guidance tied to Department of Labor expectations</li> <li>Participant advice and education</li> <li>Wealth management and exit planning for business owners</li> </ul>
Website: https://bluerockfg.com/who-we-serve/business-owners/
Founded: 2012
Employees: 9
Office Locations
- Wilmington, DE (Headquarters)
- Rehoboth Beach, DE
Accreditations & Certifications
- CFP®
Services Offered
- Plan Design Consulting
- Fiduciary Audit Services
- Compliance Services
- Participant Investment Advice
Team Members
- KELLY WILSON, CARTER MCCLUNG, CFP® CSLP®, CFP®, CRPS®