Our Financial Planning Components

Michigan Wealth Management & Financial Advisors in Novi - Blue Chip Partners - icon-investment-management

Investment Management

A focus on dividend-producing equity to produce current income
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Michigan Wealth Management & Financial Advisors in Novi - Blue Chip Partners - icon-retirement-planning

Retirement Planning

Entering and managing the next financial phase of your life
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Michigan Wealth Management & Financial Advisors in Novi - Blue Chip Partners - icon-tax-planning

Tax Planning Strategies

Specific techniques to manage your tax exposure
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Michigan Wealth Management & Financial Advisors in Novi - Blue Chip Partners - icon-estate-planning

Estate Planning

Defining your financial legacy for the next generation 
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Michigan Wealth Management & Financial Advisors in Novi - Blue Chip Partners - icon-corporate-stock-handling

Executive Compensation

Managing equity grants and optimizing concentrated stock for corporate executives
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Quality Research.
Quality Advice.

Your Advisors


Robert Steinberg

Founder, CEO
JD, CPA, CFP®

Daniel Seder

Managing Partner
CFA, CMT, CFP®

Matthew Mondoux

Financial Advisor
CFA, CMT, CFP®

Jonathan Johnson

Financial Advisor
CPA, CFP®

Naoko McKelvey

Financial Advisor
CFP®

Our Senior Management


D. Scott Foret

Chief Operating Officer
Chief Compliance Officer
CFP®, CEBS

Elizabeth Kelly

Operations Director

Our Operational Support Team


Robbin Love

HR / Accounting

Shannon O'Brien-Watt

Client Services Assistant

Our Client Services Team


Danielle Titus

Client Services Manager

Elizabeth Fabien

Client Services Senior Associate

Georgia McGovern

Relationship Manager

Laura Woofter

Client Services Associate

Yvonne Avery

Client Services Associate

Our Business Development Team


Dan McNamara

Business Development

Bill Rubenfaer

Financial Advisor
CPA

Financial Times Top Financial Advisers 2017, 2018 & 2020