Blue Rock Financial Group is a reputable investment advisory firm headquartered in Rehoboth Beach, DE, with two offices catering to a diverse clientele. With a total of eight dedicated professionals, six of whom specialize in providing top-notch investment advisory services, Blue Rock Financial Group excels in managing clients' assets. On average, each investment advisor oversees approximately $34,550,000 in assets under management, leveraging their expertise to deliver optimal financial outcomes. The firm boasts a comprehensive compensation structure, tailored to meet clients' individual needs. Their remuneration methods include a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility. While 401K and individual accounts constitute less than 30% of their managed assets, Blue Rock Financial Group possesses the necessary expertise to efficiently manage employer funds. Remarkably, 72% of the assets they handle are under discretionary management, reflecting the trust and confidence their clients place in their decision-making capabilities. With over 230 valued individual clients, Blue Rock Financial Group has amassed an impressive $207,300,000 in assets under management. The firm takes pride in its team of highly experienced advisors, including distinguished professionals such as Jeffrey Kaczmarczyk, James Whalen, and Todd Roselle, who have been serving clients with unwavering dedication for an extended period. Blue Rock Financial Group's commitment to providing personalized and comprehensive investment advisory services sets them apart in the industry. With a proven track record and a client-centric approach, they continue to build lasting relationships and deliver exceptional financial guidance to individuals and organizations alike.

PKS Investment Advisors LLC, based out of Salisbury, MD, is a local investment advisory firm specializing in providing comprehensive financial solutions. With a team of 7 dedicated professionals, including 5 experienced investment advisors, PKS Investment Advisors offers personalized wealth management services to a diverse clientele. The firm boasts an impressive average of $161,060,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure is flexible, encompassing various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have tailored fee arrangements that suit their individual needs. With over 320 individual clients and assets under management exceeding $149,236,000, PKS Investment Advisors demonstrates its solid reputation and successful track record. Notably, nearly half of their managed assets originate from employer 401K plans and individuals, reflecting their extensive experience and expertise in this realm. An impressive 98% of the assets they oversee are discretionary, illustrating the trust placed in their professional judgment. In addition to investment advisory services, PKS Investment Advisors also serves as an insurance broker or agent, providing comprehensive risk management solutions to further safeguard their clients' financial interests. Operating from three offices, PKS Investment Advisors leverages their local presence to better serve the Salisbury community and beyond. The firm takes pride in their team's longevity, with seasoned advisors such as Daniel O'Connell, Michael Kleger, and John Stern, who bring a wealth of knowledge and experience to the table. Overall, PKS Investment Advisors LLC distinguishes itself through its high-value asset management, comprehensive range of financial services, and dedication to delivering personalized solutions tailored to each client's goals and objectives.

Lokken Investment Group, LLC is a reputable and experienced investment advisory firm based out of Lewes, DE. With a team of five dedicated professionals, four of whom specialize in providing comprehensive investment advisory services, they offer expert guidance to a diverse client base. Their impressive average of approximately $186,170,000 in assets under management per investment advisor sets them apart in the industry, reflecting their commitment to delivering exceptional results for their clients. The firm's compensation structure is designed to align their interests with those of their clients. They employ various methods, including a percentage of assets under management and fixed fees, ensuring transparency and fairness in their fee arrangements. Lokken Investment Group, LLC has established a strong foothold in the market, boasting over 360 individual clients with a combined total of over $235,823,000 in assets under management. Their extensive experience in managing employer 401Ks and individual portfolios highlights their expertise and track record in this specialized area. As a small investment advisory firm, Lokken Investment Group, LLC operates from two offices, providing personalized service and accessibility to their clients. Their team comprises seasoned professionals, including Jessica Bimonte, Sean Merlonghi, and Jonathan Lokken, who have been with the firm for many years, contributing to its stability and continuity. With a 100% discretionary approach to managing assets, Lokken Investment Group, LLC ensures their clients' portfolios are overseen with utmost care and flexibility, adapting to market conditions and individual goals. Their dedication, expertise, and exceptional client service make them a trusted partner in achieving financial success.