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“At Blue Chip Partners, we help clients align their financial life together – investments, taxes, retirement, estate planning, and life events in between. Our team-based approach and deep bench of professionals allow us to deliver financial planning that’s coordinated, proactive, and built around what matters most to each client.”
Daniel Seder
CFA, CMT, CFP®
Managing Partner
Blue Chip Partners strives for excellence. Our talented team of professionals includes an impressive list of credentials. Visit Our Team page to learn more.
Until retirement, many investors live in a “balance sheet world,” focused on their overall net worth. Retirement requires a new mindset that centers around cash flow generation. Our team is here to support this transition.
Effective wealth management seeks to identify opportunities to minimize tax exposure. We coordinate in-house tax preparation and filing services.
Our advisors provide guidance to help you make decisions about family wealth transfer. Then we work with our in-house attorney, or your personal attorney, to ensure that your estate plan reflects your wishes.
Our investment management philosophy focuses on identifying companies that demonstrate a strong potential for delivering dividends and/or capital appreciation.
Corporate executives with stock-based compensation plans can depend on our advisors to carefully manage the challenges associated with a concentration in company stock.
Select Blue Chip advisors provide insurance planning through comprehensive policy reviews, analysis, and tailored recommendations, including strategies for business needs, family protection, and long-term disability planning.
*Blue Chip Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Blue Chip Estate Planning, PLLC is a law firm that provides 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 owned by Robert Steinberg and Sarah Pangburn, both attorneys licensed to practice law in the state of Michigan. Blue Chip Tax, LLC is a wholly owned subsidiary of Blue Chip Partners, LLC that provides annual tax planning and preparation services primarily to clients of Blue Chip Partners, LLC. Services offered by Blue Chip Estate Planning, PLLC and Blue Chip Tax, LLC are provided separately by those entities and are independent of any advisory agreement with Blue Chip Partners, LLC.
