We are dedicated to providing extraordinary financial planning and wealth management support as you pursue your life goals.
“Blue Chip has experienced tremendous growth over the past few years. We are extremely proud that we now have two advisors dedicated to most client relationships, and the breadth of the organization's technical expertise has expanded significantly.”
-Daniel Seder
CFA, CMT, CFP®
Managing Partner
“Blue Chip has experienced tremendous growth over the past few years. We are extremely proud that we now have two advisors dedicated to each client relationship and the breadth of the organization's technical expertise has expanded significantly.”
-Daniel Seder
CFA, CMT, CFP®
Managing Partner
Qualified and prepared to serve you.
Blue Chip Partners strives for excellence. Our talented team of professionals includes an impressive list of credentials. Visit Our Team page to learn more.
Each of our professionals is focused on helping you reach your financial goals. We provide services in five key areas:
As fiduciaries, we act in the best interest of our clients
1
We bring a client-centric approach to every advisory relationship.
2
We deliver a concierge level of service with particular emphasis on regular and frequent communications.
3
Behind the scenes, our client outreach is customized and systematized to ensure clients' communication expectations are met. We encourage clients to contact our advisors in between these scheduled events as circumstances change.
Let's schedule your financial consultation.
If you have a portfolio of at least $500k, please give us a call.
