Disclaimer: Number of reviews as of 12/31/24. Google Reviews reside on a site controlled by Google.
All clients of Blue Chip Partners are invited to post a Google Review.
No compensation is provided for any review. The reviewer may or may not be a current client.
*Employee count includes employees from Blue Chip Partners, LLC; Blue Chip Tax, LLC; and Blue Chip Estate Planning, PLLC.
*Blue Chip Partners is not affiliated with these organizations.
Personalized financial solutions for high-net-worth professionals and families to help grow, protect, and transfer wealth with confidence.
How will you live when your salary is gone?
Where Wall Street Meets Your Street
More For You, Less For The Government
Enhance Your Family's Future Benefits
Transform Complex Compensation into Strategic Wealth
Your Complete Financial Roadmap Benefits
In Birmingham, where the median household income exceeds $151,000, managing wealth requires more than just growing a portfolio. Our Birmingham wealth management team combines institutional-grade investment strategies with advanced financial and estate planning to help grow your legacy with purpose. Your success deserves a strategy as forward-thinking as the life you built in the community you call home.
“I have used Blue Chip Partners for a
quite a few years now and the service
has been phenomenal. They’ve
become friends, versus simply my
financial planning source”
“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”
“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...”
At Blue Chip Partners, we take a white-glove approach to Birmingham wealth management, offering comprehensive financial strategies beyond investments. From estate planning to tax-efficient wealth transfer and institutional-grade portfolio management, we simplify your financial life — all under one roof.
Gain clarity, confidence, and peace of mind, knowing your wealth is working for you and future generations.
Other advisors sell products; we build trust by ensuring you understand how our recommendations add value. By empowering you with knowledge, we boost your confidence & commitment to long-term goals.
We pride ourselves on unparalleled responsiveness. We ensure every interaction is met with meticulous care and attention to detail. We are always here to support and assist you.
Real Stories. Real Wealth Strategies. See How We Help Birmingham Clients Build & Protect Their Legacy.
Chuck Kessler - Client Testimonial - Blue Chip Partners Wealth Management
Marcie Brogan - Client Testimonial - Blue Chip Partners Wealth Management
Our Birmingham wealth management advisors develop sophisticated strategies aligned with your goals.
We begin by understanding your unique situation, goals, and vision for the future. This complimentary consultation allows us to explore how our Birmingham wealth management expertise can serve your sophisticated financial needs and support your long-term objectives.
We go through a draft outline of your financial plan, incorporating strategies for equity compensation and providing actionable recommendations to help improve your financial situation.
We develop a tailored plan that addresses:
Our Birmingham wealth management team implements your strategy, closely monitoring and adjusting for market conditions and your evolving goals. We deliver the sophisticated, proactive service that Birmingham’s leading professionals expect.
Access our proprietary New Client Document Checklist, a comprehensive resource designed for Birmingham's top professionals. This essential tool helps you evaluate and optimize every aspect of your wealth - from investment allocation and tax efficiency to estate preservation and philanthropic planning.
Learn what to expect and how to prepare for your wealth management consultation.
In this Quarterly Edge episode of Blue Chip NOW!, hosts Daniel Dusina , CFA® and Dan Seder, CFA®, CMT, CFP® explore the current uncertainty of the economy.
Watch and take a look at the slides here.
Managing Partner
Consider the legal, regulatory and
ethical constraints imposed on top
executives.
Managing Partner
We all want to retire someday, but the
retirement planning process can be
intimidating.
Managing Partner
Your Path to Financial Growth Starts Here
Our wealth management team is ready to help you get the most life out of your wealth. If you have a portfolio of at least $500k, please give us a call. Click here to get started.
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