BLUE ROCK'S SERVICES
Blue Rock Financial Services, Inc. is a Registered Investment Advisor based in southern Oregon and serving clients over a wide geographical area. The firm specializes in providing unbiased advice and assistance to people who want to organize and streamline their financial lives on a fee-only basis.
While currently the owner and advisor of Blue Rock, I began my financial services career 23 years ago as a broker trainee, but quickly realized that this was not how I wanted to work with people. I then spent thirteen years as a trust officer and portfolio manager with a national bank, which allowed me to develop both the passion for working closely with individuals and the expertise to help them in the comprehensive management of their financial lives.
In addition to practical experience in financial consulting and investment management, I have earned the Certified Financial Planner certification to better enable me to assist people. I established Blue Rock Financial in 2006, with a firm commitment to offering customized financial solutions to people who recognize the value of fee only financial services.
One basic principle that I believe in very strongly is that fee only services are the best way to deal with clients in the financial arena, and thus I have structured my practice at Blue Rock so that I receive no commissions or other compensation on the sales of any products I recommend. For those assets directly managed by Blue Rock, I charge a percentage of assets for investment management. This means that my goals are aligned with your goals.
If this type of relationship makes sense to you, please explore the site or give me a call.
Blue Rock Financial Services, Inc. is a Registered Investment Advisor licensed in the states of Oregon and California. Prior to conducting business in any other state, we will ensure compliance with all necessary state laws regarding licensing and exemptions.
email: Mike Harris