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:
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.
Assigning two dedicated advisors to each client 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.
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.
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 invite you to learn more.
Blue Chip Partners GPS
Your Blue Chip Partners team will act as your financial GPS. We are dedicated to helping you define and execute your vision of financial success. We will act as a key resource during life’s twists and turns to guide you through the most optimal path to personal success.