Financial, Tax, and Estate Planning
The most recent USA TODAY Best Financial Advisory Firms award was published in April 2026 and was based on the 2025 calendar year. Blue Chip Partners has not paid a fee to participate in the rankings, but has paid fees for licensing to reprint and distribute the results.
Blue Chip Partners has not paid a fee to participate in the rankings, but has paid fees for licensing to reprint and distribute the results.
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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.
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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.
Blue Chip is a wealth management firm, which means we bundle together comprehensive retirement and financial planning with asset management. We also have a law firm that executes estate planning documents for Michigan residents, and a tax practice that prepares and files tax returns for our clients.
Yes, we are a fiduciary. That means we are required to place the interests of our clients ahead of our own.
Our investment minimum is $500,000 of investable assets with our firm. In a perfect world, we would help everyone. Due to the comprehensive nature of our services, setting a minimum allows us to service our clients at the highest level.
Blue Chip is an independent firm, so we can choose where we custody client assets. The custodians we’ve chosen are Raymond James and Charles Schwab.
For stocks, we invest primarily in a portfolio of high-quality, individual companies.
These businesses have a track record of paying and growing dividends. This approach helps us minimize the overall investment cost and increase the tax efficiency of your portfolio. For bonds, we invest in a diversified portfolio of low-cost mutual funds and exchange-traded funds.
What you see on the screen is our fee schedule. Each tier is marginal. What I mean is that if you have $1.5 million with our firm, the first million is at 1.25% and the next $500,000 would be at 1% of the account value. Keep in mind, we bundle our asset management fee with comprehensive financial planning. There is no separate cost for financial planning.
At Blue Chip, we have a highly credentialed team of financial advisors, and our goal is to pair multiple advisors with you and your family to ensure service at the highest level. In addition to your personal advisory team, you will have the whole Blue Chip team supporting you behind the scenes.
There are a number of credentials in the wealth management space. Sometimes it can feel like alphabet soup. We think it’s important that you find a CFP – or certified financial planner – professional. In addition, there are a number of advanced credentials. For investment management, there’s the CFA – the chartered financial analyst designation. For tax, there’s the CPA – certified public accountant designation. And for an attorney in legal or estate planning, it’s the JD, or juris doctorate degree.
We are committed to creating a meeting frequency that suits your needs.
We’re located in Farmington Hills and whenever possible, we prefer to meet our clients in person. However, we understand that not everyone can come into our office. If a virtual call makes more sense, we’re happy to accomodate.
No, we are a wealth management firm and do not provide those services.
Because email is not a secure way to exchange information, we’ve created a secure client portal with a vault feature where you can upload documents for our review, and where we can share information with you as well.
“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 3/31/26.
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.
