Advisors at this firm
Justin B
Series 65
Rehoboth Beach, DE
Blue Rock Financial Group
Justin Bennitt is a financial advisor at Blue Rock Financial Group with 16 years of industry experience. He holds a Series 65 credential and previously worked at Brandywine Global Investment Management, LLC for 11 years. He is also involved with Dravo Bay LLC. Blue Rock Financial Group serves individuals, high-net-worth families, trusts, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term strategic asset allocation approach using low-cost ETFs and institutional share classes, integrating financial planning with ongoing portfolio monitoring and reviews.
Kelly W
CFP®
Wilmington, DE
Blue Rock Financial Group
Kelly Wilson is a CFP® professional with four years of industry experience, currently advising at Blue Rock Financial Group in Wilmington, DE. Prior to joining the firm, Kelly held roles at Dravo Bay LLC and had brief engagements with the American Heart Association and Hockessin Athletic Club. Blue Rock Financial Group serves individuals, families, trusts, businesses, and retirement plans, offering investment management and financial planning services. The firm emphasizes a low-cost, ETF-based investment approach rooted in modern portfolio theory and integrates financial planning with ongoing portfolio monitoring.
Carter M
CFP®
Rehoboth Beach, DE
Blue Rock Financial Group
Carter Mc Clung is a CFP® professional with four years of industry experience, currently serving at Blue Rock Financial Group. His prior roles include positions at Dravo Bay LLC and Bell Rock Capital, as well as work associated with the University of Delaware. Blue Rock Financial Group serves individuals, families, trusts, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory approach, focusing on low-cost ETFs and mutual funds, and integrates financial planning into its advisory relationships.
Todd R
CFP®, ChFC®, Series 63, Series 65
Rehoboth Beach, DE
Blue Rock Financial Group
Todd Roselle is a CFP® and ChFC® with 20 years of industry experience. He is currently with Blue Rock Financial Group and previously worked at Purshe Kaplan Sterling Investments and Cambridge Investment Research. Roselle serves on the State of Delaware Investment Committee and is president of the Harmon Bay Homeowners Association. Blue Rock Financial Group serves individuals, families, trusts, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm emphasizes a modern portfolio theory approach with low-cost ETFs and passive mutual funds, integrating financial planning and utilizing both institutional and robo-advice platforms.
Christopher O
CFP®, Series 63, Series 65
Rehoboth Beach, DE
Blue Rock Financial Group
Christopher Owens is a CFP® professional with 17 years of industry experience. He is currently with Blue Rock Financial Group and has held prior roles at Wealthspire Advisors, Wealthspire Capital, Morgan Stanley, Spire Wealth Management, and Convergent Wealth Advisors. Owens is also involved with Dravo Bay LLC. Blue Rock Financial Group serves individuals, high-net-worth families, trusts, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm’s approach emphasizes modern portfolio theory with a focus on low-cost ETFs and passive mutual funds, integrating financial planning and utilizing both institutional and robo-advice platforms.
