A complete list of active advisors currently associated with Blue Rock Financial Group

Warmer can help you find a great advisor at Blue Rock Financial Group or one who fits your needs even better.

Blue Rock Financial Group provides discretionary investment management, comprehensive financial planning, and retirement‑plan advisory services for individuals, high‑net‑worth clients, families, trusts, businesses, and plan sponsors. The firm acts as a fiduciary and implements customized strategies through a combination of internal portfolio management, unaffiliated independent managers, and third‑party platforms. The investment approach is grounded in modern portfolio theory with a primary emphasis on ETF‑based, long‑term strategic asset allocation, periodic rebalancing, and selective tactical adjustments as market conditions warrant. Portfolios and planning are delivered through a mix of execution and advisory platforms — including institutional platforms and an advisor‑integrated robo‑advisor offering — with ongoing oversight and client reviews. Noteworthy differences from many peers include the formal integration of an advisor‑guided robo‑advisor platform alongside traditional independent manager relationships and multiple institutional custodian partnerships, allowing for both automated ETF model portfolios and bespoke overlays. The firm also markets retirement plan ERISA advisory services, includes a team member with a Certified Student Loan Professional credential for student‑loan planning, and discloses that a firm principal maintains a separate insurance license and may earn commission compensation for insurance sales.

To learn more about the advisors currently working at Blue Rock Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support