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.
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.
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.
Financial Planning “Todd Talk”
Please join us for our next Financial Planning Todd Talk on July 16th at 11 AM
Topic: 2020 Economic Outlook
If you would like to RSVP for our next event, click below
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.