Blue Chip Partners was ranked the #1 firm in Michigan and 82nd nationally in the 2024 USA TODAY’s Best Financial Advisory Firms list.
Being recognized by USA TODAY was an unexpected and pleasant surprise. Our firm is humbled to receive this ranking. We want to thank our clients and dedicated employees for making this achievement possible. Click this link for important disclosure information.
If you have a portfolio of at least $500K, please give us a call.
As Seen In
800+
More than 800 families trust us with their wealth.
30
Our clients are supported by a team of 30 employees.
$1B
We manage over $1.3 billion in client assets.
Delegate
Confidently™
Manage your wealth and achieve your goals with Blue Chip Partners. As fiduciaries, our experienced advisors create personalized financial plans tailored to your needs. We're committed to your success and helping you get the most out of your wealth.
Client Testimonials
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Deciding if Blue Chip Partners is right for you? Read the experiences others have had working with Blue Chip on our Google Business Profile
The Blue Chip Difference
1All-in-One Solution
2Commitment to Education
3First-Class Experience
Self-Published Research and Market Commentary
Transparency and Education Minded
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Our Financial Planning Expertise
Retirement Planning
Until retirement, most 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.
Tax Planning
Effective wealth management scrutinizes every opportunity to minimize tax exposure. This attention to detail is core to our business.
Estate Planning
Our advisors provide guidance to help you make decisions about family wealth transfer. Then we work with your attorneys to ensure that your estate plan reflects your wishes.
Investment Management
Our investment management philosophy focuses on identifying high quality companies that demonstrate a strong potential for delivering dividends and/or capital appreciation.
Executive Compensation
Corporate executives with stock-based compensation plans can depend on our advisors to carefully manage the challenges associated with a concentration in company stock.
Quality Research. Quality Advice.
“Life is about much more than just numbers. Too often advisors and clients fixate on percentages and balances. Our focus is to know the numbers and, even more importantly, to help you live a more fulfilling life.”
Robert Steinberg
Founder & CEO
JD, CPA, CFP®
Founder & CEO
JD, CPA, CFP®
Is it time to update my estate plan?
Several life-changing events may prompt you to update your estate plan. These include changes in the law, marriage, divorce, having a child or grandchild, and losing a loved one. For these reasons and more, it is important to review and possibly revise your estate plan.
We have your whole financial picture in mind.
Blue Chip Estate Planning, PLLC is a law firm established to provide 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 related through common ownership and control to Blue Chip Partners, LLC. Blue Chip Partners is a wealth management firm that provides highly personalized financial planning and portfolio management services.
The Blue Chip family of companies offers you an option of a one-stop solution for your estate planning, financial planning, and investment needs.
For more information, call Kimberly Browning at 248-873-3244.
