Our story began in 2012. But it really began eight years earlier when Chris Benfer and Matt MacNeal envisioned a financial planning practice that delivers the best possible experience for clients.
They imagined a place where client relationships embrace genuine connection and personalized financial planning services have relevance and meaning and responsiveness.
Well, their dream came true.
Chris and Matt built Blue Rock Avenue One to be truly different and unique. Even now, we continue to grow and deliver the unexpected.
In 2020, longtime team members Cortney Milner and Kathleen Townsend joined Chris and Matt as Blue Rock Avenue One owners, strengthening our gender diversity, our long-term succession plan and our successful team approach to serving our clients.