Who We Are

We are Financial Planners, Advocates, Friends and Fiduciaries. Communication and trust is at the heart of our practice and is our reputation. We are genuinely dedicated to developing and maintaining long-term relationships by standing with you when you need support the most. We understand you, your needs and your fears, even when you may not be able to put them into words. While your financial priorities such as college planning, retirement, or creating a family legacy will evolve over time, have confidence in knowing we have extensive experience with all of these areas and beyond.

 

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.

 

Upcoming Events

Financial Planning “Todd Talk”

February Topic: The SECURE Act – Impact on Taxes and Retirement

 

Wednesday, February 5th, 2020 at 8 AM

Lewes Library

111 Adams Ave, Lewes, DE 19958

RSVP

In the Community

DVMA Winter Conference

On November 20th, Blue Rock Dravo Bay was an exhibitor at the DVMA Winter Conference held at Dover Downs Hotel & Casino. Attendees to the DVMA 2019 Winter Conference earned up to six hours of continuing education credits at the conference. The educational program...

November Todd Talk

Blue Rock Dravo Bay hosted the November Todd Talk on November 8th at the Wheelhouse Restaurant in Lewes, DE. November's topic was "Emotional & Financial Impact of Advance Funeral Planning." We were joined by Special Guest, Andrew Parsell, Vice President & Licensed...

19th Annual Delaware SHRM State Conference

The 19th Annual Delaware State Human Resources Conference and Expo was held November 4-5, 2019 at Dover Downs Hotel and Casino. The theme for 2019 was “People, Purpose & Passion: Pathway to 2025.” Todd had the opportunity to speak at the conference along with George...

4th Annual Delaware Resorts 55+ Expo

On November 2rd, Blue Rock Dravo Bay was a proud sponsor of the fourth annual Delaware Resports 55+ Expo at Cape Henlopen High School. A wide range of organizations and companies participate in this event and present a variety of services that are beneficial for the...

Kelly Kaczmarczyk studying for Certified Financial Planner™

Our Client Relations Specialist, Kelly Kaczmarczyk, is currently studying for her Certified Financial Planner™ (CFP®) designation. She has passed 2/6 of the courses needed to sit for the exam in July, which include the courses on "General Financial Planning...

October Todd Talk

Every month Blue Rock Dravo Bay hosts a "Todd Talk" at the Wheelhouse Restaurant in Lewes, Delaware. October's topic was "Tax and Financial Planning Strategies for 2019." We were joined by Special Guest Alison Houck, CPA. Alison is a Managing Partner at Faw Casson,...

ABC Delaware Panel Discussion – Managing Personal Finance

Todd spoke at a Panel Discussion for ABC Delaware on Thursday, September 5th. The topic of the discussion was "Mo Money Mo Problems" AKA Managing Personal Finances. ABC Delaware promotes open competition through Free Enterprise and enriches individuals, while...

Carvertise

On August 14th, Todd spoke at an introductory 401k meeting with the company Carvertise. Carvertise is a national advertising company that pays everyday drivers to place removable ads on their cars. Here at Blue Rock 401k Group, we focus on helping companies design,...

In|Vest Conference 2019

Todd and James attended the In|Vest conference on July 16-17 in New York City. In|Vest has grown into the industry's largest and most anticipated digital wealth management event of the year, with 1500+ executives attending from across the entire industry. It brings...

eMoney Training Session

Todd and James attended an Advanced Financial Planning Training Session for Expert Users at the eMoney headquarters in Radnor Pennsylvania on Wednesday, June 26. The day long seminar was led by the top 4 trainers at eMoney and provided insight on how to better utilize...

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

Get Directions

Blue Rock Dravo Bay- Blue Rock Financial

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

Get Directions

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