We want to thank our clients and dedicated employees for making this achievement possible. Click this link for important disclosure information.
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“Crain’s Best Places to Work in Southeast Michigan 2024” was released 8/22/24 by Crains Detroit Business and is a survey and research-driven program in partnership with the Best Companies Group. Best Companies uses an employer questionnaire to examine applicant companies’ practices, programs, and benefits. Afterward, it surveys employees on engagement and satisfaction. Eligible companies are at least one year old, have at least 15 employees, and are located in Wayne, Oakland, Macomb, Washtenaw, Ingham, Livingston, Lapeer, Genesee, St. Clair, Monroe, Lenawee, or Jackson counties. No fee was paid to Crain’s Detroit Business or Best Companies Group for inclusion in the ranking.
“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®
There are many different ways to measure success. Here are a few we’re proud of:
Google Reviews*
managed in client assets as of 3/31/25.
Good humans on staff
with a very low
turnover.**
*Number of reviews as of 3/31/25. 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.
EXCELLENT Based on 214 reviews Nancy F2025-05-22Trustindex verifies that the original source of the review is Google. My experience with Blue Chip Partners and Scott Foret has been outstanding. Scott and his team consistently go above and beyond, offering thoughtful guidance and personalized support. I highly recommend Scott and his team to anyone looking for a trustworthy and skilled financial advisory firm. Michael M2025-05-01Trustindex verifies that the original source of the review is Google. I recently had the pleasure of working with Adam and Naoko at Blue Chip Partners, and I cannot recommend their services highly enough. I really appreciated their personalized approach. They took the time to understand my unique financial situation and crafted a tailored plan that addressed my needs and aspirations. Throughout the process, they were transparent, patient, and always available to answer my questions. They provided me with valuable insights and resources, empowering me to make informed decisions about my financial future. They have not only helped me grow my wealth but also provided peace of mind knowing that my finances are in capable hands. Emily B2025-04-23Trustindex verifies that the original source of the review is Google. I have worked with Blue Chip for years and have had nothing but good experiences. The team is very knowledgeable, and I feel that I am in good hands. Emily Prater in particular is top tier. She is very responsive to my needs while also being a friendly and warm personality, the likes of which I have not often found in finance. With its accounting and estate planning services, I have found that Blue Chip is the perfect one-stop-shop for managing your finances. Karen m2025-04-02Trustindex verifies that the original source of the review is Google. Recommend Blue Chip 100% without reservation. Blue Chip (particularly Cody and Jonathan) were recommended to me by a long-time friend who has been with the firm since its inception. They have exceeded my expectations in every category. I connected with them a couple of years before my planned retirement for a "trial run" of their services. I was never subjected to a "sales pitch"....instead they sought to get to know me, understand my lifestyle and goals and helped me understand key elements of building a financial plan (including risk). Then they tailored a plan for me. It was the best experience. The results have been exactly what I expected. Upon retirement, they helped me transition my pension and 401k, again ensuring full understanding of my needs and goals. I am 100% confident in their approach and it's a huge relief for me to have their level of expertise and professionalism providing the guidance I need. They make every transaction easy and stay on top of everything, proactively reaching out to ensure continued alignment. This is key....they don't just set it up and disappear. They also keep clients informed of market changes and opportunities via email and video presentations which are quite helpful. Every member of the team is a pleasure to interact with. Sarah K2025-03-08Trustindex verifies that the original source of the review is Google. I have been working with Emily Prater at Blue Chip Partners for a few years and have nothing but great things to say about my experience. The entire team at Blue Chip is top notch and has been an amazing resource for me for retirement planning. I would highly recommend working with their team, they are all very responsive and Emily has gone out of her way to answer any question I may have with regular communication. I would highly recommend working with their team. Monte N2025-03-06Trustindex verifies that the original source of the review is Google. It has been a pleasure working with Blue Chip Partners. Two years into retirement, we are confident that our financial planning is in great hands for the long term. Dan Seder and Adam Larkin have remarkable market insight and have crafted strategies that perfectly match our financial aspirations. They keep us well-informed and are very quick to respond when we have questions. Their results have exceeded our expectations, leaving us incredibly grateful for their leadership and expertise. Gary2025-03-04Trustindex verifies that the original source of the review is Google. Very pleased with the caring, competent and attentive staff, especially Emily and Robert. Every interaction I've had with them has been client and result focused. They take the time to understand my goals and explain how they plan to help me meet them. I feel comfortable with this team of professionals managing my investments. Highly recommend! Daniel C2025-02-12Trustindex verifies that the original source of the review is Google. Outstanding people extremely helpful and knowledgeable. I highly suggest using them for all of your financial endeavors John L2025-02-09Trustindex verifies that the original source of the review is Google. We have been extremely impressed with the responsiveness, professionalism and counsel from Blue Chip Partners. They are thorough in their preparation and analysis and their personalized attention to their clients is superb. We are confident that we made the right decision in working with Blue Chip Partners.
*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.
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.
Deciding if Blue Chip Partners is right for you? Read the experiences others have had working with Blue Chip on our Google Business Profile.
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. Number of reviews as of 3/31/25. Google Reviews reside on a site controlled by Google.
Welcome to Blue Chip NOW!, the podcast that gives you insider access to content that we tailor specifically for our clients. Whether you're climbing the corporate ladder or just seeking smart, efficient intel, we've got the answers to your most pressing financial questions. Join us as we break down the markets, debunk the headlines, and keep you ahead of the curve. Let's dive in.
The Insightful Advisor is our blog featuring self-published research, market commentary, and a variety of educational videos. Read and watch our original content on investing, wealth management, retirement planning and much more to help you along your financial journey today.
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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.
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. (6/3/23)
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. (6/3/23)
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