If you have a portfolio of at least $500K, please give us a call.
If you have a portfolio of at least $500K, please give us a call.
“Crain’s Best Places to Work in Southeast Michigan 2024” was released 8/22/24 by Crains Detroit Business and is a survey and research-driven program in partnership with the Best Companies Group. Best Companies uses an employer questionnaire to examine applicant companies’ practices, programs, and benefits. Afterward, it surveys employees on engagement and satisfaction. Eligible companies are at least one year old, have at least 15 employees, and are located in Wayne, Oakland, Macomb, Washtenaw, Ingham, Livingston, Lapeer, Genesee, St. Clair, Monroe, Lenawee, or Jackson counties. No fee was paid to Crain’s Detroit Business or Best Companies Group for inclusion in the ranking.
“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:
Google Reviews*
managed in client assets as of 3/31/25.
Good humans on staff
with a very low
turnover.**
*Number of reviews as of 3/31/25. 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.
**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.
Manage your wealth and achieve your goals with Blue Chip Partners. As fiduciaries, our experienced advisors create personalized financial plans tailored to your needs. We’re committed to your success and helping you get the most out of your wealth.
Deciding if Blue Chip Partners is right for you? Read the experiences others have had working with Blue Chip on our Google Business Profile.
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. Number of reviews as of 3/31/25. Google Reviews reside on a site controlled by Google.
Welcome to Blue Chip NOW!, the podcast that gives you insider access to content that we tailor specifically for our clients. Whether you're climbing the corporate ladder or just seeking smart, efficient intel, we've got the answers to your most pressing financial questions. Join us as we break down the markets, debunk the headlines, and keep you ahead of the curve. Let's dive in.
The Insightful Advisor is our blog featuring self-published research, market commentary, and a variety of educational videos. Read and watch our original content on investing, wealth management, retirement planning and much more to help you along your financial journey today.
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Blue Chip Estate Planning, PLLC is a law firm established to provide 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 related through common ownership and control to Blue Chip Partners, LLC.
Blue Chip Partners is a wealth management firm that provides highly personalized financial planning and portfolio management services.
The Blue Chip family of companies offers you an option of a one-stop solution for your estate planning, financial planning, and investment needs.
For more information, call Kimberly Browning at (248) 873-3244.
Chuck Kessler is a current client of Blue Chip Partners. Blue Chip Partners neither offered nor provided cash or non-cash compensation in exchange for his testimonial. He gave the testimonials at his own will and has no conflict of interest with Blue Chip Partners. (6/3/23)
Marcie Brogan is a current client of Blue Chip Partners. Blue Chip Partners neither offered nor provided cash or non-cash compensation in exchange for her testimonial. She gave the testimonials at her own will and has no conflict of interest with Blue Chip Partners. (6/3/23)
If you have a portfolio of at least $500K, please give us a call.
Our wealth management team is ready 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. Click here to get started.
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