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.
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More than 800 families trust us with their wealth.
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Our clients are supported by a team of 30 employees.

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We manage over $1.5 Billion in client assets as of 9/30/24

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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.
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Blue Chip Partners is ranked #8 on the 2024 Best Places to Work in Southeast Michigan list according to Crain's Detroit Business.

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Client Testimonials

  • -Ken K.

    “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”

  • -Jim R.

    "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."

  • -Wade P.

    “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”
*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.

Google Reviews

Deciding if Blue Chip Partners is right for you? Read the experiences others have had working with Blue Chip on our Google Business Profile.
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Disclaimer: 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.
Blue Chip

The Blue Chip Difference

1All-in-One Solution
2Commitment to Education
3First-Class Experience

Self-Published Research and Market Commentary

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Transparent and Education-Minded

We create original content each week and share it across our social channels.

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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 transferring family wealth. Estate-planning and document-preparation services are available through our affiliated entity, Blue Chip Estate Planning, PLLC.

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®

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. 
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