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 3 important ways:
Our highly credentialed advisory team includes professionals with extensive expertise in investments, tax, retirement, and estate planning. Our breadth of knowledge enables us to implement customized solutions tailored to your personal circumstance.
Most clients will have two dedicated advisors, which enables us to enhance our level of personalized service and elevate our frequency of communication with clients.
Dedicated Investment Department
We believe that directly owning shares of "blue chip" businesses greatly reduces costs by minimizing third-party management fees. It also provides more opportunities for tax loss harvesting. In addition, the proximity of clients to key investment decision makers supports a high degree of transparency.
Our Core Values
What Our Clients Are Saying
Watch the videos below to hear about what makes us unique from our customers’ perspectives.
Client Testimonial: Chuck Kessler
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.
Client Testimonial: Marcie Brogan
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.
“They’ve become friends…”
"I have used Blue Chip Partners for quite a few years now and the service has been phenomenal. They've become friends, versus simply my financial planning source."
~ Wade P.
“Completely transparent with proactive communication…”
"Blue Chip Partners have managed our investments for 15 years, providing a tremendous level of personalized service. As fiduciaries, they have extensive technical expertise and wealth management experience that meets all of our needs. Blue Chip Partners does an outstanding job of listening to our goals and then utilizing their talented team to develop a customized strategy and financial plan that aligns. Furthermore, they are always ready to adapt the strategy and financial plan to changes in our lives and goals. As the financial plan is being executed, Blue Chip Partners are completely transparent with proactive communication and regularly scheduled checkpoint meetings to share progress and to answer any questions we have. My wife and I give our strongest recommendation to Blue Chip Partners."
~ David F.
“Excellent and sound financial planning and advice…”
"Blue Chip Partners provides excellent and sound financial planning and advice. Excellent customer service, highly skilled and knowledgeable for all financial planning needs. I have recommended Blue Chip to friends and family - highly recommend."
~ Ken K.
“A great level of personal service and a true concern for the client…”
"We have been working with this firm since they were literally a 5-person team. At the time, we thought we were spoiled with the very "hands on" approach that they employed. As they have grown, though, they have not lost that personal interaction and deep relationship. Their growth has benefited us in providing more resources and services, but it has not diminished their key characteristic of success. They provide a great level of personal service and a true concern for the client."
~ Rick J.
“Great team with a professional yet personal touch…”
"Clear and balanced investment strategy, direct and value added communications with intuitive online information and educational tools make Blue Chip Partners my trusted investment group. Founder and CEO, Robert Steinberg, has also done a tremendous job of attracting a team of top talent providing strategic investment depth and ensuring company longevity. Great team with a professional yet personal touch."
~ Jim R.
“An actively managed portfolio…”
“I have nothing but good things to say about Blue Chip Partners. We have only been clients less than a year but feel very confident in placing our trust in this firm. We had been with a large, well known franchise investment company but decided to transfer our funds as the market became scary. We wanted to have more of an actively managed portfolio during the market’s staggering moves. Thank goodness we made that choice! I feel that we are in a much better position than if we had stayed put. Nearing retirement was also a consideration because we felt that we would need more guidance in that scenario. We receive continuous updates as changes are made to adjust the holdings in our account. So far, we would say it has been a great experience. Everyone we have dealt with in the office is a pleasure to work with as well. I guess I should mention that we learned about Blue Chip Partners from good friends that have trusted them for years. After scheduling a meeting to discuss moving our investments we knew this would be a perfect fit for us. And the transfer of our investments was handled swiftly and without any drama. We are very relieved to know our money is being watched over more closely now. Thank you, Blue Chip Partners!”
~ Liz H.
*The comments on this page were given voluntarily by current clients. No compensation was given in exchange for their comments. Blue Chip Partners is not aware of any material conflicts of interest between these clients and the firm.
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.