Delegate Confidently™

 

Manage your wealth. Achieve your life goals. Gain peace of mind.

At Blue Chip Partners, wealth management is much more than managing a portfolio of investments. As fiduciaries, our financial advisors have the knowledge and experience necessary to create a customized financial plan that meets your unique needs. Our team of professionals is dedicated to your continued success. We strive to help you get the most life out of your wealth.

If you have a portfolio of at least $500k, please give us a call.


 

Delegate Confidently™


Manage your wealth. Achieve your life goals. Gain peace of mind.

At Blue Chip Partners, wealth management is much more than managing a portfolio of investments. As fiduciaries, our financial advisors have the knowledge and experience necessary to create a customized financial plan that meets your unique needs. Our team of professionals is dedicated to your continued success. We strive to help you get the most life out of your wealth.


The Numbers

There are many different ways to measure success. Here are a few we’re proud of:

28

Our clients are supported by a team of 28 employees.

750

More than 750 families trust us with their wealth.

$1.1B

We manage over $1.1 billion in client assets.

Google Reviews

Disclaimer: Google Reviews reside on a site controlled by Google. All clients of Blue Chip Partners are invited to post a Google Review. No compensation is provided for any review. The reviewer may or may not be a current client.

Client Testimonials

*The comments on this page were given voluntarily by current clients. No compensation was given in exchange for their comments. Blue Chip Partners is not aware of any material conflicts of interest between these clients and the firm.

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Watch Video Below for an Inside Look at Blue Chip Partners

 
11/20/23

Historical Trends of Seasonality in the Market During the Calendar Year

11/13/23

Behind the Scenes: Investment Reviews – Genuine Parts Co., O’Reilly Automotive Inc.

10/12/23

Quarterly Edge Webinar: Q4 2023 Market Analysis

10/04/23

Blue Chip Partners Quarterly Edge: Q4 2023

09/29/23

Behind the Scenes: Investment Reviews – Texas Instruments Inc., KLA Corp., ASML Holding NV

08/30/23

Blue Chip Partners Named One of the Best Places to Work in Southeast Michigan for 2023 by Crain’s Detroit Business

Quality Research. Quality Advice.

Quality Research. Quality Advice.

“Life is about much more than just numbers. Too often advisors and clients fixate on percentages and balances. Our focus is to know the numbers, and even more importantly, to help you live a more fulfilling life.”

- Robert Steinberg
Founder & CEO
JD, CPA, CFP®