Who We Are

We are Financial Planners, Advocates, Friends, and Fiduciaries. We are dedicated to developing and maintaining long-term relationships by standing with you when support is needed the most. Through our process of creating a customized plan, we take the time and communicate each item to ensure you understand the why behind each recommendation. As a result, we get to know you. By understanding you, your needs, and even your fears, we are prepared to help you navigate change together. While your financial priorities will evolve over time, have confidence in knowing you are working with a team that has extensive experience in even the most complex of situations. Plan with Confidence.

 

Meet Our Team

Our Services

 

For Individuals


Imagine your financial anxiety is limited. How and where would you spend your time? Our financial advice is centered around your unique goals and objectives, not ours. We provide clients access to the very best industry resources and technology, all while delivering personal, customized service. We take the time to explain relevant details in layman’s terms and relieve stress by implementing the logistical parts of your plan on your behalf. Finally, a well-defined and consistent review process allows you to turn your focus on whatever matters most to you.

 

For Businesses


The term Business Owner comes with many meanings and typically many hats. Aside from doing Financial Planning for these individuals we also assist owners and their teams with the implementation of their 401k and retirement plans. Our dedication and guidance will provide you with a detail-oriented process for investment selection, management of fiduciary duties and fee benchmarking. We work with companies of all sizes to not only focus on your Plan Sponsor duties but also your Participant’s success. Each company’s goals and objectives are slightly different. Click here to learn more about Blue Rock 401k Group.

 

What type of portfolio is best suited for you?

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Upcoming Events

Financial Planning “Todd Talk”

Please Join Us April 29th at 11:00 AM For Our Upcoming Todd Talk:

 

Property and Casualty Insurance For High Net Worth Individuals 

 

Click below to RSVP for Zoom Link!

RSVP

Blog 

Restaurant Revitalization Fund: Grant for the Hospitality Industry

Major help for the hospitality industry is finally within sight, even though that assistance will be too late for some, many will receive the funding they have been hoping for. Over a year after the pandemic began decimating restaurants across the...

When’s The Right Time To Take Your Social Security Benefits?

Social Security plays a pivotal role in your retirement plan. Enroll too early and you could miss out on higher monthly payments but enroll too late and you might not be able to take advantage of that inflated monthly influx. When’s the right time for you to collect?

American Rescue Plan – Legislation Highlights

Since March 2020, there have been two significant stimulus packages—the $2.2 trillion CARES Act and the $900 billion Consolidated Appropriations Act. Now, there is another package, the American Rescue Plan. The long-awaited relief bill has finally...

When Should You Contribute To A Roth 401(k)?

A Roth 401(k) allows you to save on an after-tax basis and can be an effective tax-planning tool both before and during retirement.

Business Owners: Are You Leaving PPP Money on the Table?

Monday, February 22nd President Biden announced changes to the Small Business Association (SBA) coronavirus relief program that established a 14-day, exclusive PPP loan application period for businesses and nonprofits with fewer than 20 employees...

4 Key Ways S-Corps Can Save on Taxes

Making the S-corp election could help you save a lot of money that would otherwise be lost to taxes. Is an S-Corp election right for you?

Why A Roth IRA Is Your Secret Weapon for Retirement (And Beyond)

Investing in a Roth IRA presents many unique financial planning advantages that can help you reach your goals both now and in the future. Learn more about this special account today.

QCDs: A Smart Giving Strategy for Retirees

Charitable giving plays a crucial role for many retirees. Given the tumultuous impact of the coronavirus pandemic, charities and the people they serve have seen a sharp increase in the need for financial resources; and so far, many donors have...

What Do You Need To Know About Tax-Efficient Withdrawals In Retirement?

Wealth moves in waves. Many diagrams of wealth cycles resemble a wave you might see off the Delaware shoreline. The most unpredictable part of a wave isn’t on its ascent, rather its descent as it decides where to crash and what particles get swept...

Biden Tax Plans For The 2020 Election: What You Need To Know

What should I do in preparation for the outcome of the election? This seems to be the most common question we are getting these days and worries many Americans as we approach election day. The anxiety that Americans feel has varying degrees and rationales, but the...

Where is Dravo Bay? 

 

Our name, Dravo Bay, is derived from our two locations. "Dravo" (Pronounced Drah - vo) comes from Dravo Plaza which sits in the heart of the Wilmington Riverfront. During the 1940s, Dravo Shipyard bustled with over 11,000 workers focused on building ships to support the US during World War II. The second half of the name, Bay, comes from the address of our Rehoboth office. This office opened in January 2018 and sits on Bay Vista Road in Rehoboth.

Blue Rock Financial

1 Avenue of the Arts Suite A, Wilmington, DE 19801, USA

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Blue Rock Dravo Bay- Blue Rock Financial

20245 Bay Vista Rd #103, Dewey Beach, DE 19971, USA

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Blue Rock Financial

1 Avenue of the Arts Suite A, Wilmington, DE 19801, USA

Get Directions

Blue Rock Dravo Bay- Blue Rock Financial

20245 Bay Vista Rd #103, Dewey Beach, DE 19971, USA

Get Directions