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Blue Chip Partners, LLC (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip provides comprehensive financial planning and investment management services to high net worth individuals and families. We strive to help our clients get the most life out of their wealth, and to be a great place to work for our employees.
Our team of financial advisors has the knowledge and experience necessary to create a customized financial plan that meets your unique needs. On staff, Blue Chip has multiple CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analyst® designations, Certified Public Accountants, Chartered Market Technician® designations and licensed attorneys (Michigan).
Blue Chip’s equity investment management approach focuses on owning individual, high-quality “blue chip” businesses that are dividend growers and/or industry leaders in their respective sectors. Owning individual equities can reduce costs as compared to the typical advisory relationship and provides more opportunities for our team to manage portfolios in a tax-efficient manner. While we do use third-party asset managers for the international stock and bond allocation of the portfolio, we utilize low-cost offerings with an emphasis on strategic diversification. Our investment process is driven by a centralized, in-house investment department and committee that support our financial advisors.
Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals, and those nearing retirement.
Please visit our website at www.bluechippartners.com for more information. Spend Confidently, Live Without Regret™ with Blue Chip Partners, an equal opportunity employer.
Link to important disclosure information: https://www.bluechippartners.com/disclosures/
Company Details
- Employees
- 54
- Founded
- -
- Address
- 38505 Country Club Drive,
- Industry
- Investment Management
- Website
- http://www.bluechippartners.com
- Keywords
- Investment Management, Executive Compensation, Retirement Planning, Tax Planning, Estate Planning, Financial Planning.
- HQ
- Farmington Hills, MI
Blue Chip Partners Questions
Blue Chip Partners's website is http://www.bluechippartners.com
Blue Chip Partners's LinkedIn profile is https://www.linkedin.com/company/blue-chip-partners
Blue Chip Partners has
54 employees.
View email and phone details for 54
employees at Blue Chip Partners.
Blue Chip Partners's industry is
Investment Management
Blue Chip Partners's top competitors are
Blue Chip Estate Planning, Pllc,
Zhang Financial,
Planning Alternatives,
Schechter,
Mainstay Capital Management, Llc,
Sgh Wealth Management,
Arbor Trust Wealth Advisors,
Theta Capital,
Advance Capital Management, Inc.,
Apex Trading Group.
Blue Chip Partners's categories are Investment Management
Blue Chip Partners's founding year is 2004
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Top Blue Chip Partners Employees
-
Naoko McKelvey, CFP®
Senior Financial Advisor At Blue Chip…
Franklin, Michigan, United States, United States3luminfinancial.com, bluechippartners.com, claytonmckerveyfinancial.com3 +124820XXXXX
-
Daniel Seder, CFA, CMT, CFP®
All-In-One Wealth Management Solution:…
Detroit Metropolitan Area, United States, United States1bluechippartners.com1 +124884XXXXX
-
D. Scott Foret, CFP®, IACCP®, CEBS
n/a
Detroit Metropolitan Area, United States2gmail.com, tagllc.net -
Cynthia Steinberg
Owner
Farmington, Michigan, United States, United States1bluechippartners.com3 +124884XXXXX
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