Everyone on the Blue Chip Partners team is dedicated to helping you live your best life.
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 three important ways:
Our experienced advisory team specializes in investments, tax, retirement, and the estate planning, allowing us to create tailored solutions for your unique needs.
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.
We believe owning “Blue Chip” shares cuts costs by avoiding third-party fees, provides more tax loss harvesting opportunities, and boosts transparency with direct access to decision-makers.
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.
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.
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 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.
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.
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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