Get Personalized Financial Guidance – Contact Blue Chip Partners

Our team provides expert financial consulting in tax optimization, investments, and wealth management to help you achieve your financial goals.

Blue Chip Partners

Meet Blue Chip Partners - Your Trusted Wealth Management Team. We help clients manage their wealth with a highly personalized, concierge-level experience.

Financial Planning: – We are dedicated to providing financial planning and wealth management support as you pursue your life goals.

Investment Management: – Owning market-leading businesses is the foundation of our investment management strategy.

Tax Planning: – Turn the chore of taxes into a smooth process. We’re here to help with every step by organizing all of your necessary financial documents in-house.

Retirement Planning: – Effective retirement planning focuses on how to generate the annual cash flow you need to support your lifestyle.

Estate Planning: – From helping you fund your trust to transferring assets, we are your all-in-one solution to ensure your legacy is passed on according to your plan.

Executive Compensation: – Blue Chip Partners is here to help. Our services include equity compensation planning for executives of publicly traded companies.

Get Your Free Assessment

Blue Chip Partners is part of the Blue Chip Family of Companies, offering you an all-in-one solution for your estate planning, financial planning, tax, and investment needs. If you have a portfolio of at least $500,000 please contact us. Get started today.

First Name *

Last Name *

Phone *

Email *

Investment Portfolio Size

Preferred Method of Communication

Age Range

How Did You Hear About Us?

Comments

I consent to receive SMS notifications, alerts, and occasional marketing from Blue Chip Partners. Message frequency varies. Msg & data rates may apply. Text HELP to (248) 848-1111 for help or STOP to unsubscribe anytime.

How We Help

Client Feedback

★ ★ ★ ★ ★

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.

Wade P.

★ ★ ★ ★ ★

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 - highly recommend.

Ken K.

★ ★ ★ ★ ★

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. Founder and CEO, Robert Steinberg, has also done a tremendous job of attracting a team of top talent providing strategic investment depth and ensuring company longevity. Great team with a professional yet personal touch.

Jim R

The above statements are individual Google Reviews provided voluntarily by current clients of Blue Chip Partners. The statements are presented verbatim from Google Reviews without alteration. No compensation was provided in exchange for their comments, and Blue Chip Partners is not aware of any material conflict of interest between these clients and the firm. These reviews reflect the personal opinions of the reviewers and do not constitute a guarantee of similar outcomes

Why Blue Chip Partners?

Frequently Asked Questions

Clear answers to help you spend confidently and live without regret.

What types of clients do you work with?

We work with individuals, families, and small business owners who have a minimum of $500,000 in investable assets. Whether you’re just starting out, preparing for retirement, or managing complex investments, our advisors can help.

How do I get started with Blue Chip Partners?

Simply schedule a free consultation through our contact page or give us a call. We’ll discuss your goals, review your current situation, and outline a personalized strategy to help you move forward.

Are your financial plans customized?

Yes — every financial plan we create is tailored to your unique goals, lifestyle, and risk tolerance. We don’t believe in “one-size-fits-all” advice, so you’ll always receive strategies designed just for you.

Testimonials

John Doe

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Jane Doe

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.