Other advisors sell products; we build trust by ensuring you understand how our recommendations add value. We are committed to educating our clients as well as empowering the continued education of our team through extensive training and advanced certifications.
We pride ourselves on unparalleled responsiveness. We ensure every interaction is met with meticulous care and attention to detail. We proactively communicate and engage with you to address your concerns. You can trust that we are always here to support and assist you.
“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®
There are many different ways to measure success. Here are a few we’re proud of:
managed in client assets as of 12/31/25.
Good humans on staff
with a low
turnover.**
*Number of reviews as of 12/31/25. Google Reviews reside on a site controlled by Google. All current 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.
**Employee count includes employees from Blue Chip Partners, LLC; Blue Chip Tax, LLC; and Blue Chip Estate Planning, PLLC.
*The above statements are individual Google Reviews provided voluntarily by current clients of Blue Chip Partners. The statements are presented verbatim from Google Reviews without alteration. No compensation was provided in exchange for their comments, and Blue Chip Partners is not aware of any material conflict of interest between these clients and the firm. These reviews reflect the personal opinions of the reviewers and do not constitute a guarantee of similar outcomes.
Blue Chip Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Blue Chip Estate Planning, PLLC is a law firm that provides estate planning services to clients of Blue Chip Partners, LLC their families, and other residents of the State of Michigan. Blue Chip Estate Planning is owned by Robert Steinberg and Sarah Pangburn, both attorneys licensed to practice law in the state of Michigan. Blue Chip Tax, LLC is a wholly owned subsidiary of Blue Chip Partners, LLC that provides annual tax planning and preparation services primarily to clients of Blue Chip Partners, LLC. Services offered by Blue Chip Estate Planning, PLLC and Blue Chip Tax, LLC are provided separately by those entities and are independent of any advisory agreement with Blue Chip Partners, LLC.
