When Matt began his career in the financial services industry, he had the valuable opportunity to work with two industry leaders (Vanguard and SEI). His time with Vanguard’s Retirement Plan Group...
Having worked in financial services since 1994, Chris has learned a lot about what really matters to his clients – trust. Chris has worked hard, using integrity, authenticity and knowledge...
Kathleen has been working with Blue Rock Avenue One since she graduated from West Chester University in 2009, after having worked in their intern program during her senior year...
Alex joined Blue Rock Avenue One in June 2018. Prior to working at Blue Rock, she worked as a Marketing Representative for The Restaurant Store. As the Client Service Associate for Blue Rock Avenue One...
RJ’s journey began here as an intern during his Junior year at West Chester University. He soon joined full-time as the team’s Investment Operations Specialist after graduating....
Ollie joined the firm in January 2017 from a farm in Lancaster, PA. Ollie is a recent graduate of Pet Smart Obedience Training, he has mastered the art of sitting, laying down and staying....
Learn more about our planning process and the tools we’ll use to help guide you along the way.
Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.
However you see your tomorrow, the best time to plan for it is today. Find out how we can help.
Find out how an Investment Policy Statement can help you manage your portfolios and help you achieve your financial goals in this video.
A lot can happen over the course of a year. Your annual review will ensure that your financial plan aligns with your investment goals.
Comprehensive financial planning draws upon both sides of the brain. To achieve successful outcomes, creativity will remain a central theme throughout your financial lifecycle.
As fiduciaries, we ensure that the financial advice we provide you is objective and unbiased. Learn how we act in your best interest in this video.