Book a Consultation
Financial Architecture — Est. 2022

Wealth, engineered with intention.

Fintech Loan Support brings loans, insurance, and investment strategy under one advisory roof — built for Americans who refuse to settle for average returns or generic advice. We pair institutional-grade planning with the personal attention of a private banker.

$2.4B
Assets Advised
12,400+
USA Clients
47
States Licensed
Financial advisor reviewing portfolio with client
Private Client Advisory

Tailored Financial Architecture

One advisor. One strategy. Across every chapter of your financial life.

Portfolio YTD
+18.4%
vs. S&P 12.1%
Loan Approval Rate
94%
48hr avg decision
Client Retention
99.2%
3-year rolling
Who We Are

A modern advisory built on the
oldest virtue in finance — trust.

Founded in 2022 and headquartered in Kenai, Alaska, Fintech Loan Support was started by a small group of advisors who had grown tired of the commission-driven, product-pushing culture of mainstream finance. We wanted to build something closer to a private family office — open to a wider audience.

Today we serve more than 12,400 individuals, families, and small businesses across 47 states, with a fiduciary promise that every recommendation we make is grounded in your long-term interest, not our short-term commission. Our advisors sit beside you for the decades ahead, not the quarters.

Speak With an Advisor Read Client Stories

Our Vision

To become America's most trusted independent financial advisory — where every household, regardless of net worth, has access to the same caliber of strategic planning once reserved for the ultra-wealthy.

Our Mission

To engineer durable financial outcomes through transparent, fiduciary advice — combining loans, insurance, and investment strategy into a single coordinated plan that adapts as your life evolves.

Our Values

  • Fiduciary first — we are legally and ethically bound to act in your best interest.
  • Radical transparency — every fee, every conflict, every trade disclosed in writing.
  • Long-horizon thinking — we optimize for decades, not quarters.
  • Quiet excellence — competence over charisma, substance over marketing.

Our Principles

  • Risk is what you can't see — we engineer portfolios for the hidden scenarios, not the obvious ones.
  • Diversification is the only free lunch — we serve it generously across asset classes and geographies.
  • Behavior beats strategy — the best plan is the one you can actually stick with.
  • Costs compound — we treat every basis point as if it were our own, because one day it will be.
0
Assets Advised
0
Clients Served
0
States Licensed
0
Retention Rate
0
Year Founded
Why Blue Rock

Six reasons discerning clients choose to stay with us.

We're not for everyone — and we don't try to be. If you value a measured, evidence-based approach over hot tips and hype, we may be the right home for your financial life.

Fiduciary Standard

We are legally bound to act in your best interest — not ours. Every recommendation is documented, every conflict disclosed. No exceptions, no fine print.

One Dedicated Advisor

You work with a single named advisor who knows your family, your goals, and your tax situation — not a rotating queue of call-center representatives.

Integrated Strategy

Loans, insurance, and investments coordinated under one roof — so your mortgage doesn't fight your retirement plan, and your coverage matches your actual exposure.

Institutional Pricing

Our scale unlocks share classes and fee structures typically reserved for endowments — meaning more of your money stays invested and compounding for you.

Bank-Grade Security

Your data is encrypted at rest and in transit, custodied with third-party institutions regulated by the SEC and FINRA. We never hold your assets directly.

Always Available

Quarterly reviews, annual planning summits, and unlimited ad-hoc calls — market volatility doesn't schedule appointments, and neither should your access to advice.

How We Work

A measured, four-step process — no rush, no pressure.

Most engagements begin within two weeks of first contact. Here is what to expect.

01

Discovery

A 60-minute conversation where we listen — to your goals, your concerns, your existing arrangements. No pitch, no products. Just understanding.

02

Strategy

Within 10 business days you receive a written plan covering debt, insurance, investments, and tax — with specific recommendations and projected outcomes.

03

Execution

We coordinate every moving piece — loan applications, policy replacements, account transfers — so you don't have to manage a dozen different institutions.

04

Stewardship

Quarterly reviews, annual planning summits, and continuous monitoring — your plan evolves as your life, the markets, and the tax code evolve.

Loan Services

Borrowing, structured around your future, not your past.

From first homes to growing enterprises, our loan advisors engineer financing that fits your full financial picture — not just the rate you qualify for today.

Home Loan

Conventional, FHA, VA, and jumbo mortgages with rates negotiated against 18+ lenders. Pre-approval in 48 hours, closing in as little as 21 days.

Explore Home Loans

Education Loan

Undergraduate, graduate, and refinancing options for students and parents — including income-driven repayment planning and Public Service Loan Forgiveness guidance.

Explore Education Loans

Business Loan

SBA 7(a) and 504, term loans, lines of credit, and equipment financing — engineered to preserve cash flow while supporting measured, sustainable growth.

Explore Business Loans

Auto Loan

New, used, and refinance auto loans with competitive rates and flexible terms — including lease buyout financing and classic car collector lending.

Explore Auto Loans

Personal Loan

Unsecured personal loans for major life events — home improvements, medical expenses, relocation, or consolidating higher-rate obligations into a single payment.

Explore Personal Loans

Mortgage Loan

Refinance, cash-out, and investment property mortgages — including specialized programs for self-employed borrowers and complex income situations.

Explore Mortgage Loans

Find the right loan in 15 minutes.

Get pre-qualified with no impact to your credit score. Our advisors compare 18+ lenders overnight and bring you the three best offers — with a written recommendation.

Insurance Services

Protection, calibrated to your actual exposure.

Insurance isn't about buying every policy — it's about identifying the few risks that could genuinely derail your family's future, and transferring them efficiently.

Auto Insurance

Explore auto insurance options for eligible drivers and vehicles, including coverage and deductible considerations. Understand common policy features before requesting a quote. Compare potential protection levels around your driving needs and budget. Coverage, pricing, and availability vary by insurer and location.

Get a Quote

Health Insurance

Review health insurance options and common coverage considerations for individuals and families. Compare plan features, premiums, deductibles, networks, and out-of-pocket costs. We help you understand key terms before making a decision. Eligibility and final coverage depend on the selected insurer and plan.

Get a Quote

Home Insurance

Explore home insurance solutions that may help protect your property and personal belongings. Review common coverage types, deductibles, exclusions, and policy considerations. Compare options based on your home and protection priorities. Final coverage and pricing are determined by the insurer.

Get a Quote

Life Insurance

Learn about life insurance options designed to help support beneficiaries and long-term financial planning. Compare common policy structures, coverage amounts, premiums, and eligibility considerations. We make the basics easier to understand before you request information. Approval and pricing depend on the insurer and applicant.

Get a Quote

Travel Insurance

Explore travel insurance options that may provide protection for eligible trip-related risks. Review common benefits, exclusions, limits, and claim considerations before traveling. Compare plans according to your itinerary and coverage priorities. Availability and policy terms vary by provider and destination.

Get a Quote

Mortgage Insurance

Understand mortgage insurance and when it may apply to certain home financing arrangements. Review how premiums, coverage, and lender requirements can affect overall borrowing costs. We help explain the basics in clear language. Specific requirements and pricing depend on the loan and provider.

Get a Quote

Burial Insurance

Explore burial and final-expense insurance options intended to help with qualifying end-of-life costs. Compare coverage amounts, premiums, eligibility, and policy features. We help you understand common considerations before requesting information. Final approval and terms are determined by the insurer.

Get a Quote

Pet Insurance

Review pet insurance options that may help manage eligible veterinary expenses. Compare deductibles, reimbursement levels, waiting periods, exclusions, and annual limits. We help you understand plan differences before choosing coverage. Availability and benefits vary by insurer and policy.

Get a Quote

Business Insurance

Explore insurance solutions that may help businesses manage common operational risks. Review potential coverage areas such as property, liability, equipment, and business interruption. Compare options based on your industry and business needs. Coverage, exclusions, and pricing depend on the insurer.

Get a Quote

Free coverage audit — in 30 minutes.

We review your existing policies, identify gaps and overlaps, and show you where you may be over-insured or under-protected. No obligation, no cost.

Investment Services

Portfolios, built like endowments — not casinos.

Our investment philosophy borrows from institutional endowment management: diversified across asset classes, disciplined across cycles, and rebalanced against a target — not against the news.

Flagship Service

Investment Management

Explore investment management concepts and services designed around long-term financial goals. Review asset allocation, diversification, risk tolerance, and portfolio monitoring considerations. We provide general educational support to help you evaluate your options. Investment values can rise or fall and results are not guaranteed.

Request a Portfolio Review

Stock Investment

Learn about stock investing, diversification, market risk, and long-term portfolio considerations. Understand how individual equities differ from broader investment approaches. We help organize basic information so you can make more informed decisions. Investments involve risk, including possible loss of principal.

Discuss Equity Strategy

Gold Investment

Explore gold as one potential component of a diversified financial strategy. Review common ways to gain exposure and understand market, liquidity, and price considerations. We provide educational information rather than guaranteed return expectations. The value of gold and related investments can fluctuate.

Explore Gold Allocation

Mutual Funds

Learn how mutual funds pool investor money across portfolios of securities and other assets. Compare fund objectives, fees, diversification, risk levels, and investment horizons. We help explain key concepts so you can evaluate funds more confidently. Mutual fund investments are subject to market risk.

View Fund Selections

Bring us your portfolio — we'll bring you the truth.

A complimentary second opinion on your current investments: hidden fees, hidden risks, hidden tax inefficiencies. You'll leave with a written assessment, whether or not you move your accounts.

Additional Services

Every other financial need, under one roof.

Beyond loans, insurance, and investments, we coordinate ten additional financial disciplines — so you can stop managing a dozen different advisors and start managing your life.

Wealth Management

Explore broad wealth-management concepts covering investments, financial organization, and long-term planning. Review strategies around goals, diversification, cash flow, and risk management. We help you understand potential approaches before taking action. Recommendations and outcomes depend on individual circumstances.

Learn More

Retirement Planning

Build a clearer retirement strategy by reviewing savings goals, time horizon, income needs, and potential investment approaches. Consider how contributions, taxes, inflation, and market performance may affect future outcomes. We help organize the planning process in practical terms. Results are not guaranteed and depend on your circumstances.

Learn More

Credit Score Repair

Understand factors that may affect credit scores, including payment history, utilization, account age, and credit mix. Explore practical steps for reviewing credit reports and addressing inaccurate information. We provide educational support rather than promising a specific score increase. Credit outcomes vary by individual history and reporting data.

Learn More

Debt Relief

Explore debt-management and debt-relief concepts for qualifying financial situations. Review potential approaches such as budgeting, repayment strategies, consolidation, or negotiated solutions. We help you understand possible benefits, costs, and considerations before proceeding. Eligibility and outcomes depend on the provider and your circumstances.

Learn More

Credit Card

Explore credit card options and compare features such as annual fees, rates, rewards, and eligibility requirements. Review responsible-use considerations before applying for a new account. We help simplify the information needed to compare available choices. Approval and terms are determined by the issuing institution.

Learn More

Master Card

Premium Master Card offerings — World Elite, Business Master Card, and secured cards for credit building — with concierge access and travel benefits negotiated on your behalf.

Learn More

Tax Planning

Explore general tax-planning concepts that may help organize financial decisions throughout the year. Review income, deductions, credits, timing, and record-keeping considerations. We provide general information and are not a substitute for individualized tax advice. Consult a qualified tax professional for advice specific to your situation.

Learn More

Estate Planning

Learn about estate-planning basics such as wills, trusts, beneficiary designations, and asset organization. Consider how planning can help communicate your wishes and organize important documents. We provide general educational information rather than legal advice. Consult a qualified attorney for personalized estate-planning guidance.

Learn More

Auto Warranty

Explore vehicle protection plans that may help cover certain eligible repair costs after a manufacturer's warranty ends. Review covered components, exclusions, deductibles, claim procedures, and contract terms. Compare plans carefully before purchasing coverage. Availability and benefits depend on the provider and selected contract.

Learn More
Advisory Packages

Transparent pricing, three engagement levels.

No hidden fees, no commissions, no surprises. Choose the level of partnership that fits your needs today — upgrade or step back anytime.

Foundation

Essential Advisory

$0 setup · 0.95% AUM annually

For clients beginning their wealth journey, with investable assets between $100K and $500K.

  • Dedicated advisor + backup team
  • Diversified portfolio management
  • Annual financial planning session
  • Quarterly performance reviews
  • Secure client portal access
  • Loan & insurance coordination
Start Foundation
Private Client

Family Office Service

$5,000 setup · 0.65% AUM annually

For families with $5M+ in investable assets seeking institutional-grade coordination and access.

  • Everything in Stewardship, plus:
  • Named partner as lead advisor
  • Monthly planning sessions
  • Alternative investments access
  • Private banking & credit lines
  • Family governance & education
  • Unlimited family member onboarding
  • Philanthropic strategy & DAF setup
Apply for Private Client
Book a Service

Reserve your consultation in 60 seconds.

Tell us what you need and when you're available. An advisor will confirm within one business day — usually much faster.

Booking request received.
An advisor will reach out within one business day to confirm your appointment.
Client Stories

Twelve thousand clients. Six honest conversations.

Names and identifying details changed where requested. Reviews reflect individual experiences and are not a guarantee of future results.

"After fifteen years with a big-name brokerage, I moved my accounts to Blue Rock in 2023. The difference is hard to overstate — my advisor actually knows my name, returns my calls the same day, and the portfolio has performed better net of fees. Wish I'd made the switch a decade earlier."

MR
Michael R. Austin, TX · Client since 2023

"As a small business owner, I'd been piecing together loans, insurance, and retirement plans from five different vendors. Blue Rock consolidated everything into one strategy — and saved me roughly $14,000 a year in fees and redundant coverage. Genuinely life-changing for my family."

SK
Sarah K. Denver, CO · Client since 2022

"I came to Blue Rock after a divorce left me with a mess of joint accounts, a mortgage I couldn't refinance, and zero retirement savings at 47. Their team built me a three-year recovery plan that I actually understood — and I'm now on track to retire at 65 with dignity."

JW
Jennifer W. Portland, OR · Client since 2023

"My wife and I have a net worth north of $8M and were paying 1.5% to a private bank for what amounted to template advice. Blue Rock moved us to their Private Client tier at 0.65%, and the service is genuinely better — direct partner access, monthly calls, real tax planning. The math speaks for itself."

DH
David H. Scottsdale, AZ · Client since 2022

"I'm a teacher. I don't have millions. But Blue Rock treated me like I did — walked me through my 403(b), helped me roll over an old pension, and set up a 529 for my daughter. They explained everything in plain English without ever making me feel small for asking basic questions."

AG
Amanda G. Columbus, OH · Client since 2024

"When my father passed last year, the estate was a tangle of accounts across four institutions. Blue Rock's estate coordination team handled everything — probate, beneficiary claims, retitling, the tax filings. They charged a flat fee and the work was impeccable. I cannot imagine navigating that without them."

RP
Robert P. Tampa, FL · Client since 2023
Questions, Answered

Eight things clients ask us most often.

Don't see your question? Call us at (907) 283-2799 — we'll answer it directly, no scripts, no sales pressure.

Yes — every advisor at Fintech Loan Support operates under a fiduciary standard, which means we are legally obligated to act in your best interest at all times. This is different from the "suitability standard" used by many brokers, who only need to recommend products that are merely "suitable" (even if better options exist). Our fiduciary duty is documented in our client agreement and enforced through our compensation structure: we are paid only by you, never through commissions or kickbacks from product providers.
Our Foundation advisory package has a $100,000 minimum in investable assets. The Stewardship package is designed for clients with $500,000 to $5 million, and our Private Client tier serves households with $5 million or more. For loan and insurance services, there is no minimum — we work with clients at every wealth level, and many of our long-term relationships began with a simple mortgage pre-approval or policy review.
Our compensation is straightforward and fully disclosed. For investment management, we charge a percentage of assets under management (AUM), ranging from 0.65% to 0.95% depending on your engagement tier. For standalone financial planning, we charge an hourly rate of $350 or a flat project fee. For loans and insurance, we may receive compensation from the lender or carrier — but this is always disclosed in writing, and it never increases the cost you pay. In fact, our negotiated rates typically come in below what consumers can secure directly.
Fintech Loan Support never takes direct custody of your assets. Your investments are held at independent, third-party custodians — primarily Charles Schwab and Fidelity Institutional — both of which are regulated by the SEC and FINRA, carry SIPC insurance up to $500,000 per account, and provide supplementary coverage well into the millions. We have trading authority only, meaning we can buy and sell on your behalf but cannot withdraw funds. This separation of duties is the cornerstone of investor protection.
We are currently licensed to provide investment advisory services in 47 states, and our insurance and loan divisions operate nationwide. The three states where we are still completing registration are New York, South Dakota, and Wyoming — we expect to add all three by Q3 2026. If you're in one of those states, please reach out anyway — we maintain referral relationships with vetted fiduciary advisors in every jurisdiction we don't yet serve directly.
Robo-advisors are excellent for what they do — low-cost, automated portfolio management for straightforward situations. But they cannot integrate your mortgage strategy with your investment plan, review your insurance coverage for gaps, coordinate with your CPA on tax-loss harvesting, or sit with you through a difficult life transition. Blue Rock offers the institutional pricing and tax efficiency of a robo-advisor, paired with the judgment, context, and continuity of a human advisor who knows your full financial picture.
At minimum, you'll have a formal review every quarter and a comprehensive planning summit once a year. Beyond that, your advisor is available for unlimited ad-hoc calls and emails — for market volatility, life events, tax questions, or any decision with financial implications. We typically respond to client messages within four business hours, and we maintain an after-hours line for genuine emergencies. Our average client interacts with their advisor 11 times per year.
Absolutely — and we encourage it. Blue Rock is designed to coordinate with your existing professional team, not replace them. We regularly collaborate with CPAs on tax planning, with estate attorneys on trust structures, and with property and casualty agents on coverage design. If you don't have a trusted professional in a particular area, we're happy to recommend vetted partners from our network. Our role is to quarterback the strategy, not to monopolize the relationship.
Get in Touch

Speak with a real advisor — today.

Call, email, or send us a message. We answer every inquiry personally — usually within four business hours, always within one business day.

Call Us

(907) 283-2799

Mon-Fri, 8am - 7pm AKST

Email Us

info@fintechloansupport.info

Responses within 4 business hours

Visit Our Office

1523 Stellar Dr,
Kenai, AK, USA - 99611

By appointment only
Message sent.
We'll respond within one business day.
Legal Information

Privacy Policy

This Privacy Policy explains how Fintech Loan Support may collect, use, disclose, and protect information when you visit or use our website and related services.

1. Information We Collect

We may collect information you voluntarily provide through contact forms, quote or information requests, newsletter subscriptions, and other interactions. This may include your name, email address, telephone number, mailing address, financial or loan-related information you choose to submit, and the contents of your communications. We may also collect technical information such as IP address, browser type, device information, pages visited, referring URLs, and approximate usage activity.

2. How We Use Information

Information may be used to respond to inquiries, provide requested information, communicate about services, improve website functionality, personalize content, administer forms, maintain security, prevent misuse, and comply with applicable legal obligations. Where appropriate, information may also be used to connect a user with a third-party lender, insurer, financial service provider, or other service provider when the user requests or consents to such a connection.

3. Cookies and Similar Technologies

We may use cookies, pixels, analytics tools, and similar technologies to remember preferences, understand website usage, measure performance, and improve the user experience. You may be able to control cookies through your browser settings. Disabling certain technologies may affect some website functionality.

4. Service Providers and Third Parties

We may use trusted vendors for hosting, analytics, communications, form processing, security, marketing technology, and other operational functions. Information may also be shared with third-party providers when necessary to deliver a service or fulfill a request, subject to applicable law and the permissions or choices available to you. We do not control the privacy practices of independent third parties, and their own policies may apply.

5. Financial and Application Information

Do not submit highly sensitive information through ordinary website forms unless the website specifically requests it through a secure process. Fintech Loan Support does not guarantee approval for any loan, insurance policy, credit product, or financial service. Information submitted for a product request may be used by a participating provider to evaluate eligibility or provide an offer.

6. Communications

If you provide contact information, you may receive communications related to your request, services, offers, or newsletters where permitted. You may opt out of promotional email communications by using the unsubscribe mechanism provided in the message. Transactional or service-related communications may continue when reasonably necessary.

7. Data Security

We use reasonable administrative, technical, and organizational safeguards intended to protect information. However, no internet transmission or storage system can be guaranteed to be completely secure. You use the website and submit information at your own risk.

8. Data Retention

We may retain information for as long as reasonably necessary for business, legal, security, dispute-resolution, recordkeeping, and service purposes. Retention periods may vary depending on the type of information and the purpose for which it was collected.

9. Children's Privacy

Our website is not intended for children under 13, and we do not knowingly request personal information from children under 13. If you believe a child has submitted personal information, please contact us so the information can be reviewed and removed where appropriate.

10. Your Choices and Rights

Depending on applicable law, you may have rights concerning access, correction, deletion, restriction, or certain uses of your personal information. Requests can be submitted using the contact information provided on this website. We may need to verify a request before taking action.

11. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, services, or legal requirements. The updated version will be posted on this website with a revised effective date when appropriate.

12. Contact

Fintech Loan Support
(985) 201-8575
8566, Acorn St, Slidell, Louisiana 70458, USA
Website: fintechloansupport.info

Website Terms

Terms & Conditions

These Terms & Conditions govern your access to and use of the Fintech Loan Support website and its informational services.

1. Acceptance of Terms

By accessing or using this website, you agree to these Terms & Conditions and any applicable policies referenced on the site. If you do not agree, please discontinue use of the website.

2. Informational Purpose

Content on this website is provided for general informational and educational purposes. Website content does not constitute legal, tax, accounting, investment, lending, insurance, or other professional advice and should not be treated as a guaranteed recommendation or offer.

3. No Guarantee of Approval or Results

Fintech Loan Support does not guarantee loan approval, credit approval, insurance coverage, investment performance, savings, debt reduction, or any particular financial outcome. Eligibility, pricing, rates, coverage, and terms are determined by the applicable third-party provider and may vary by applicant, location, and product.

4. Third-Party Providers

We may provide information about or facilitate connections to independent lenders, insurers, financial service providers, advertisers, and other third parties. These providers operate independently and may have their own terms, privacy policies, qualification standards, fees, and contractual requirements. We are not responsible for independent third-party products, services, representations, or decisions.

5. User Responsibilities

You agree to provide accurate information when using forms and not to use the website for unlawful, fraudulent, abusive, automated, or unauthorized activities. You are responsible for reviewing information before submitting an application or entering into an agreement with a third party.

6. Intellectual Property

Unless otherwise stated, website text, branding, graphics, layouts, code, and other original materials are owned by or licensed to Fintech Loan Support and may not be copied, reproduced, modified, distributed, or commercially exploited without permission, except as allowed by applicable law.

7. Website Availability

We may modify, suspend, or discontinue portions of the website at any time. We do not warrant that the website will always be available, uninterrupted, error-free, secure, or free from harmful components. Information may change without notice.

8. External Links

The website may contain links or references to third-party websites. These links are provided for convenience and do not constitute an endorsement. We are not responsible for third-party content, security, privacy practices, or availability.

9. Limitation of Liability

To the fullest extent permitted by law, Fintech Loan Support and its owners, employees, affiliates, contractors, and service providers will not be liable for indirect, incidental, special, consequential, or punitive damages arising from or related to use of the website, reliance on website information, or interactions with third-party providers. Nothing in these Terms is intended to exclude liability that cannot lawfully be excluded.

10. Indemnification

To the extent permitted by law, you agree to defend and hold harmless Fintech Loan Support and its related parties from claims, liabilities, damages, costs, or expenses arising from your misuse of the website, violation of these Terms, or unlawful conduct.

11. Privacy

Your use of the website is also subject to our Privacy Policy, which explains how information may be handled. Please review the Privacy Policy before submitting personal information.

12. Governing Law

These Terms are intended to be governed by the applicable laws of the State of Louisiana, without regard to conflict-of-law principles, except where applicable law requires otherwise. Any permitted dispute should be addressed in an appropriate court with jurisdiction.

13. Changes to These Terms

We may update these Terms from time to time. Continued use of the website after an update means you acknowledge the revised Terms. We encourage users to review this page periodically.

14. Contact

Fintech Loan Support
(985) 201-8575
8566, Acorn St, Slidell, Louisiana 70458, USA
Website: fintechloansupport.info