Everyone on the Blue Chip Partners team is dedicated to helping you live your best life.

 

What Makes Us Unique

 

Blue Chip Partners is a nationally recognized advisory firm that provides concierge-level service and technical expertise to create a highly personalized client experience. We differentiate ourselves from other advisory firms in 3 important ways:

 

1

Deep Bench

Our highly credentialed advisory team includes professionals with extensive expertise in investments, tax, retirement, and estate planning. Our breadth of knowledge enables us to implement customized solutions tailored to your personal circumstance.

2

Double Coverage

Most clients will have two dedicated advisors, which enables us to enhance our level of personalized service and elevate our frequency of communication with clients.

3

Dedicated Investment Department

We believe that directly owning shares of "blue chip" businesses greatly reduces costs by minimizing third-party management fees. It also provides more opportunities for tax loss harvesting. In addition, the proximity of clients to key investment decision makers supports a high degree of transparency.

Our Core Values

What Our Clients Are Saying

Watch the videos below to hear about what makes us unique from our customers’ perspectives.


Client Testimonial: Chuck Kessler

 

Chuck Kessler is a current client of Blue Chip Partners. Blue Chip Partners neither offered nor provided cash or non-cash compensation in exchange for his testimonial. He gave the testimonials at his own will and has no conflict of interest with Blue Chip Partners.

Client Testimonial: Marcie Brogan

 

Marcie Brogan is a current client of Blue Chip Partners. Blue Chip Partners neither offered nor provided cash or non-cash compensation in exchange for her testimonial. She gave the testimonials at her own will and has no conflict of interest with Blue Chip Partners.

*The comments on this page were given voluntarily by current clients. No compensation was given in exchange for their comments. Blue Chip Partners is not aware of any material conflicts of interest between these clients and the firm.

You can expect a lot from us because we expect a lot from ourselves.

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You can rely on Blue Chip Partners to bring the breadth and depth of our services and expertise to always work on your behalf. We want to become invaluable to your success. That means helping you identify your financial goals and manage the various paths toward achieving them. As a fiduciary, our clients’ best interests are our best interests.

Each day is filled with uncertainty and opportunities. When just a few words can move markets, it is important to have a team of financial advisors who can see beyond the noise to keep your wealth management plan on track. No matter what is happening in the broader financial world, Blue Chip Partners will deliver our insight, skills, and expertise.

We invite you to learn more.

 

Blue Chip Partners GPS

 

Your Blue Chip Partners team will act as your financial GPS. We are dedicated to helping you define and execute your vision of financial success. We will act as a key resource during life’s twists and turns to guide you through the most optimal path to personal success.

We run on EOS

We proudly run on the Entrepreneurial Operating System® (EOS®) to better serve you each and every day, and to encourage focus, discipline, and accountability in our team.

We proudly run on the Entrepreneurial Operating System® (EOS®) to better serve you each and every day, and to encourage focus, discipline, and accountability in our team.

We run on EOS

Career Opportunities

Blue Chip Partners is growing! Join our team to work with some of the highest credentialed professionals in the industry. Our growth breeds opportunities for future career advancement.