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.


 

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:

24

Our clients are supported by a team of 24 employees.

700

More than 700 families trust us with their wealth.

$1B

We manage over $1 billion in client assets.

 

Watch Video Below for An Inside Look At Blue Chip Partners

 

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®