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.
Smart Financial Solutions for Novi’s Professionals & Families
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
You have driven innovation in tech. Built market-leading teams. Achieved exceptional growth. Smart wealth building requires the same innovative mindset. We combine sophisticated investment strategies with deep insight into the particular challenges faced by Novi's executives and innovators.
“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...”
As your trusted Novi wealth management team, we streamline financial services by bringing together planning, investment management, tax planning and preparation, and estate planning under one roof. As your local partner, we help you focus on what matters most while ensuring your wealth works as hard as your business.
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.
Watch the videos below to hear from clients about their experience with our Novi wealth management team.
Chuck Kessler - Client Testimonial - Blue Chip Partners Wealth Management
Marcie Brogan - Client Testimonial - Blue Chip Partners Wealth Management
Schedule a consultation specially made for Novi professionals and their financial goals.
We begin by understanding your precise situation, goals, and concerns as a Novi tech leader or professional. This complimentary phone call allows us to determine if we can add value to your financial journey.
We go through a draft outline of your financial plan, incorporating strategies for equity compensation and providing actionable recommendations for improving your financial situation.
We develop a tailored plan that addresses:
We execute your customized strategy and provide ongoing oversight, making adjustments as your needs evolve and market conditions change. Our Novi wealth management team delivers responsive, proactive service for tech professionals like you.
Take control of your financial future with our comprehensive Financial Strategy Checklist. This essential Novi wealth management resource helps tech professionals organize their complete financial picture — from equity compensation and retirement accounts to investment strategies and asset protection.
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
Novi Professionals: Let’s Secure Your Financial Future
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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