Everyone on the Blue Chip Partners team is dedicated to helping you live your best life.
What Makes Us Unique
Blue Chip Partners is a nationally-recognized advisory firm that provides concierge-level service and technical expertise to create a highly-personalized client experience. We differentiate ourselves from other advisory firms in three important ways:
Personalized Wealth Strategies
We create tailored solutions for your unique financial goals
Dedicated Advisors
Each client works with two advisors for seamless communication.
Transparent, Client-First Approach
We eliminate unnecessary fees and provide direct access to decision-makers.
Getting More Life Out of Your Wealth
F
Foundation
Understand Personal & Financial Circumstances
Determine Fit
Define Bucket List
Deliver Value Proposition
O
Organize
Identify Financial Priorities & Goals
Build Detailed Balance Sheet
Analyze Cash Inflows & Outflows
Present Planning Techniques Using eMoney
C
Consolidate
Open/Transfer Account
Introduce Team
Review Technology & Tools
U
Update
Establish Meeting Frequency
Discuss:
Economy
Market
Portfolio
Taxes
Estate Plan
Insurance
Adjust Financial Plan
S
Success
Bucket List
Long-Term Goals
Peace of Mind
Our Core Values
We Elevate the Client Experience
We Act with Integrity
We Are Team Players
We Take Initiative
We Are Problem Solvers
We Focus on Growth
What Our Clients Are Saying
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.
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.
What Our Clients Are Saying
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.
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.
You can expect a lot from us because we expect a lot from ourselves.
You can rely on Blue Chip Partners to bring the breadth and depth of our services and expertise to always work on your behalf. We want to become invaluable to your success. That means helping you identify your financial goals and manage the various paths toward achieving them. As a fiduciary, our clients’ best interests are our best interests. Each day is filled with uncertainty and opportunities. When just a few words can move markets, it is important to have a team of financial advisors who can see beyond the noise to keep your wealth management plan on track. No matter what is happening in the broader financial world, Blue Chip Partners will deliver our insight, skills, and expertise.
We proudly run on the Entrepreneurial Operating System® (EOS®) to better serve you each and every day, and to encourage focus, discipline, and accountability in our team.
Career Opportunities
Blue Chip Partners is growing! Join our team to work with some of the highest credentialed professionals in the industry. Our growth breeds opportunities for future career advancement.
Blue Chip Partners is growing! Join our team to work with some of the highest credentialed professionals in the industry. Our growth breeds opportunities for future career advancement.