Robert Steinberg

Founder & CEO
JD, CPA, CFP®

Get to know Robert

Accreditations

JD, CPA, CFP®

Contact

Phone Number

248 848 1111

      
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      Posted on Google  
   Sarine Rosman 
 301 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have been a client of Robert Steinberg since 2000. Over the past 25 years his service as a fiduciary and the development of Blue Chip Partners has occurred right in step with my own financial needs.  I have worked with him personally and have been introduced to his stellar team which includes Naoko McKelvey. As a Blue Chip Partner client, I continue to receive the personalized attention as if it were the year 2000. A familiar voice (usually Georgia) answers the phone but if another team member answers the phone, they know who you are! There is never a recording or a series of prompts to reach a human! Their personal attention continues to amaze me despite their growth and expansion of service lines. I recommend Blue Chip Partners including Blue Chip Tax and Estate Planning for comprehensive financial, tax management, and estate planning without hesitation.
  
 
     Posted on Google  
   Paul Lambert 
 322 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have been a Blue Chip Partners client since 2008, when Dan Seder was just getting started in the business with Robert Steinberg. Over the past 17 years I have seen the business grow in leaps and bounds, and I'm happy to say the same for my investments. Dan and Emily have done an outstanding job managing my investments and retirement planning. Retired for five years now, I am still receiving the same attention to detail and high level of service. Their thoughtful and structured approach to long term investment strategy coupled with their professionalism and responsiveness is hard to beat. I would highly recommend Blue Chip, Dan and Emily if you are looking for personal service with strong technical foundation.
  
 
     Posted on Google  
   Bonnie Folster 
 381 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Robert Steinberg and Blue Chip Partners have been working with me for decades now. From the beginning, Robert did a great job of explaining a sensible approach to investment decisions. The result has been a solid and good portfolio that has contributed to me feeling comfortable in retirement. I highly recommend Robert and his team!
  
 
     Posted on Google  
   Gary 
 556 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Very pleased with the caring, competent and attentive staff, especially Emily and Robert. Every interaction I've had with them has been client and result focused. They take the time to understand my goals and explain how they plan to help me meet them. I feel comfortable with this team of professionals managing my investments. Highly recommend!
  
 
     Posted on Google  
   Marcie Brogan 
 802 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Robert Steinberg and I have been together longer than most marriages. I was one of his first clients and for a while his largest. I brought him my mother (who always embarrassingly oohed over his fresh, rosy complexion), my husband, my sister, business partner and later on my son and daughter. He took over my cluttered financial life that lived in boxes of unopened envelopes. He followed my investment preferences: women-led businesses and no tobacco companies. He also understood and advised me on my business finances. As Blue Chip grew, I was no longer his largest customer. But I have never felt second class. Especially since he is always immediately available even though the incredibly responsive Naoko McKelvey has taken over my day to day. She is a very successful successor to Robert and is especially familiar with women’s financial needs and issues. She has also helped me define and execute my charitable goals. I whole heartedly and enthusiastically recommend Blue Chip, Robert and Naoko!
  
 
     Posted on Google  
   Andrew Doctoroff 
 968 days ago
 
 
 Trustindex verifies that the original source of the review is Google. For a variety of reasons, neither my wife nor I was not satisfied with our financial advisors until we landed at Blue Chip Partners.  Now, having been a client of the firm for several years, we couldn't be happier.  There are several reasons for this.  First, my wife and I trust -- implicitly -- each and every member of the Blue Chip team, including those with whom we work most closely -- Robert Steinberg, Naoko McKelvey, and Adam Larkin.  They speak to us openly, candidly, and knowledgeably about risks, fees, and costs.  Second, we like the philosophy that undergirds Blue Chip's investment strategies:  buying into well-established, dividend-generating stocks (whose payments increase annually).  Lots of benchmark beating -- but no swinging for the fences and lots of downside protection.  Third, the team is incredibly responsive and timely helps out in a variety of ways beyond managing investments.  For example, it's there for us when we need to determine what employee benefit packages we should select (even when an advisor is on vacation).  The Blue Chip team seamlessly facilitates payments, gives good advice on many financial decisions unrelated to our portfolio, performs and updates sophisticated financial modeling, has a great portal, and generates informative and easy-to-understand investment analytics.  Fourth, and finally, everyone at Blue Chip is super friendly.  It's just an all-round pleasure to work with the team there.
  
 
     Posted on Google  
   Steve Emmenecker 
 1008 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I find the personnel at BlueChip knowledgeable, professional, responsive and an overall pleasure to work with.  This is specific to Matt and Robert, noting Emily as the new member to my team, also conveys those same traits.  I appreciate having the regular meeting with BlueChip that keep me informed and find that these regular meeting are driven as much by BlueChip as myself.
  
 
     Posted on Google  
   Steve Gudewicz 
 1297 days ago
 
 
 Trustindex verifies that the original source of the review is Google. From our initial meeting with Robert and his team it was very informative and made us very relaxed, there was never any pressure to do anything. We have been very pleased with the way that our investments have been handled. We are especially appreciative with the way that Jonathan Johnson has handled our account and assisted us in making the necessary decisions regarding our retirement.
  
 
     Posted on Google  
   Rob Jankowski 
 1312 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We have had Blue Chip Partners as our financial advisors for quite a number of years and couldn't be happier with their professionalism and in-depth knowledge of making appropriate investment recommendations.  Robert Steinberg and his team have been great.
  
 
     Posted on Google  
   Wm Bennett 
 1326 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have been a client of Robert Steinberg and  Blue Chip for over 25 years.  I started while in my 40’s with minimal assets.   My plan was to retire in my early sixties using a conservative approach to investing.  My hope was to maintain the same lifestyle in retirement as I had during my working years.     I have worked with several different advisers at Blue Chip and have found them all to be beyond helpful.  During the years I have been a client,   there have been several market downturns.  Each time their focus remained  on the future,  and how to best position investments for long term growth. I have been retired now for over 10 years. No one can predict the future, but with the advice and guidance from Blue Chip,  my financial  goals have been met.  I highly recommend Robert, Jonathan and the entire staff at Blue Chip.
  
 
     Posted on Google  
   cloudbusters mac 
 1332 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Robert's team is very easy to work with.  Great communicators, always keep you informed when something needs to be shared.  I highly recommend them.
  
 
     Posted on Google  
   Jim Russell 
 1334 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
     Posted on Google  
   dan christensen 
 1337 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have known Robert Steinberg for many years and fully trust him and his very experienced staff with all of my investments. They are knowledgeable, responsive, and very nice folks to work with. They never hesitate to go the extra mile to assure our satisfaction with whatever issues that may arise. And they always take the time to explain fully their plans and strategies in regards to investing. And the results are they have done great for us over the years! Perhaps even more important is that I sleep very well at night knowing my financial retirement is in the best of hands. I absolutely recommend Blue Chip Partners!
  
 
     Posted on Google  
   Mike Bedard 
 1337 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I work with Robert, Scott and Cody at Blue Chip Partners. I deeply appreciate their approach to investing taking a lower risk approach, however still rewarding, especially in these volatile times. I find they are very communicative and care about the little things which is much appreciated. I feel they prioritize my needs at all times and truly care. Highly recommended!
  
 
     Posted on Google  
   Mark Aaron 
 1338 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We have been clients of Blue Chip Partners for over 20 years. Robert and Matt have been excellent advisors and have helped us attain our financial goals. Their team manages our needs quickly and efficiently.
  
 
     Posted on Google  
   sherryll stripp 
 1338 days ago
 
 
 Trustindex verifies that the original source of the review is Google. My husband & I have had our assets managed by Robert Steinberg for over 25 years.  Not only a financial advisor, Mr. steinberg is also an attorney, which was critical after my husband passed suddenly.  I depend on his good advice & in all respects that trust has been honored.  Thank you Blue Chip & Robert Steinberg for my continuing financial success.
  
 
     Posted on Google  
   Roy Woolery 
 1338 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Robert, the owner I met a couple years ago and he has assigned Jonathan to my case. Both individuals have been very outstanding. Very knowledgeable very kind and able to Boil down complicates  matters to  explain, complicated financial pictures to somebody not very well educated in finance, like me.Roy
  
 
     Posted on Google  
   Mike Laber 
 1338 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have been a client of Robert's and Blue Chip for a combined 30 years.  Jonathan, Emily and everyone on the team is always responsive and attentive; my trust in them is complete, demonstrated by the length of our relationship.
  
 
     Posted on Google  
   Justin Isaacs 
 1338 days ago
 
 
 Trustindex verifies that the original source of the review is Google. My experience with Bluechip has been great. I completely subscribe to the investment philosophy and my team at Bluechip (Robert, Matthew, and Cody) is always happy to meet with me for discussions related to stock investments or any other financial advisement topics. Tax impacts are always considered and the team is proactive to support my long term goals and strategies. As a mostly hands-off investor, I implicitly trust the team to do what is best for me and my family.
  
 
     Posted on Google  
   Kent Kirkland 
 1339 days ago
 
 
 Trustindex verifies that the original source of the review is Google. We have worked with Robert Steinberg and Blue Chip Partners, Inc. for over fifteen years, being extremely happy working with him. He has always offered straight forward and valuable financial guidance, supervising our relatively extensive portfolio very well.The office has always been quite responsive to any questions and concerns.
  
 
     Posted on Google  
   Hank Rosman 
 1339 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have had an excellent experience for over 20 years.  I have worked with Robert Steinberg from the onset and with Naoko McKelvey for the past few years.  The group collectively and individually is knowledgeable, accessible, friendly and professional.  They are great listeners and demonstrate flexibility in offering financial strategies.  I rely on their expertise and have not been disappointed. Highly recommended!
  
 
     Posted on Google  
   David Christensen 
 1339 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I have worked with Robert for over 25 years and have so much trust and confidence in him and his company that I also had him watch over my mother's assets.  We've been through all of the craziest economies together going back to the tech bubble of 1999-2000, the Great Recession, and then the pandemic madness.  His strategies have assured us that our retirement assets are safe, sound and comfortable.  We are very grateful.  We could not recommend Robert and Blue Chip any stronger.
  
 
     Posted on Google  
   Mike Boss 
 1339 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Robert and the team are wonderful to work with and plan for retirement. They engage us regularly to ensure our goals haven’t changed and give us a great understanding of how they are protecting our investments during times of high market volatility.
  
 
     Posted on Google  
   Randall Seymore 
 1339 days ago
 
 
 Trustindex verifies that the original source of the review is Google. I've worked with Robert, Matthew, Danielle and the entire team at BlueChip for several years and they're first class!  Great people both professionally and personally.  I truly value our relationship.

* Disclaimer: The reviews displayed above were posted voluntarily by reviewers on Google. BCP has not edited, revised, or otherwise altered the content of the displayed reviews. Google Reviews that mention a specific BCP Advisor by name are displayed on each individual Advisor’s website profile page. Click here to visit BCP’s Google Review page, where you can find a full list of our Google Reviews. Reviewer status may vary and may include clients, former clients, prospective clients, or other persons. Depending on the reviewer’s relationship with Blue Chip Partners (BCP), a review may constitute a testimonial or endorsement under applicable investment adviser advertising rules. Blue Chip Partners does not provide any direct or indirect cash or non-cash compensation, discounts, gifts, or other incentives in exchange for any Google Reviews. Blue Chip Partners is not aware of any material conflicts of interest associated with the reviews provided through Google. The reviews reflect the personal opinions and experiences of the reviewers, which may not be representative of all client experiences and should not be construed as a guarantee of future performance, investment results, or similar outcomes. Past performance is not indicative of future results.

About Robert

Robert is the Founder and CEO of Blue Chip Partners. He is an attorney (JD), Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ professional.

He is the visionary of the firm and also leads the team’s hiring efforts taking special care to make sure that each new employee is a match for our positive culture.

Robert began his career specializing in tax preparation and planning at Deloitte and went on to practice as an estate-planning attorney for Honigman, Detroit’s largest law firm. Robert’s rare combination of tax, legal, and over 35 years of planning and investment management experience is extremely valuable in advising clients and building a team of outstanding advisors.

Robert graduated with an BA in accounting from Michigan State University and is an honors graduate of the University of Michigan Law School.

Robert enjoys golf, the Detroit Lions resurgence, exercising, and spending time with his wife and two daughters.

What was your first job?

I started caddying when I was 12 years old. I learned many valuable life lessons, including how to interact with a wide variety of personalities, the benefits of positive reinforcement, and how everyone has their own interpretation of the rules of the game. While it has been many years since my last loop, my wife, Cynthia, still laughs about how many times we have been out and an older woman will approach us smiling and say I was her favorite caddy.

What is your favorite Holiday?

We live on Main Street in downtown Northville and the city takes Halloween very seriously. The streets are blocked off and, depending on the weather, we get between 1,500 – 2,000 trick-or-treaters. We always recruit helpers and joke when passing out candy that “we are busier than a cashier at Costco.”

What is the greatest lesson you learned from a client?

Very early in my career, during a portfolio review with a client, I highlighted that while the client’s portfolio was down, the overall market had performed much worse. To my chagrin, instead of recognizing how his account had declined by a lower percentage than the market, he proceeded to let me know that he had lost $25,000. When I pointed out the relative performance of his account, he said never take credit when a client has lost money. The lesson I learned was that while advisors focus on percentage returns, clients focus on the actual dollar amount of the gain or loss.