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Blue Rock Dravo Bay

Delaware financial planning firm offering wealth management and corporate retirement plans

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About Blue Rock Dravo Bay

Blue Rock Dravo Bay trades as Blue Rock Financial Group, a financial planning and advisory firm in Delaware. It provides wealth management for individuals and retirement plans for companies, and publishes guidance on tax, retirement and business finance.

Services

  • Financial planning: plans built around a client's short-term and long-term goals.
  • Wealth management: managing investments for individuals and families.
  • Corporate retirement plans: workplace retirement schemes for businesses.
  • Tax planning: topics such as tax-loss harvesting and year-end moves for business owners.
  • Retirement guidance: help with spending in retirement, Medicare and employer benefits.

Who it serves

Business owners, pre-retirees and retirees, and executives and professionals.

Key facts

  • Based in: Delaware, US
  • Advisers: Todd Roselle (CFP, ChFC), Carter McClung (CFP, CSLP) and Kelly Wilson (CFP, CRPS)
  • Events: organises the Delaware Business Owner Summit in Dewey Beach

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

As of 2026-10-10. Organic ranks only; sponsored placements are never ranks.

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