Blue Rock Avenue One Is Designed With You in Mind

Blue Rock Avenue One Is Designed With You in Mind

Blue Rock Avenue One is built to be a place where we embrace client relationships with genuine connection, and personalized financial planning services have relevance, meaning and responsiveness.

Our team is energized, agile, experienced and passionate about exceptional wealth management and retirement planning. We deliver advice to our clients that’s professional, consistent, cutting edge, tech savvy and wise … without being commonplace.

We like to think it’s refreshing. But to us, we’re just being us.

Our Story

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.

Our Team

The team at Blue Rock Avenue One is energized, agile, experienced and passionate about exceptional wealth management and retirement planning. Meet them!

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Blue Rock Avenue One

Connect With Us

Contact us for a free consultation with one of our comprehensive financial advisors to learn how we can help you reach your goals.

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