If you have a portfolio of at least $500,000, please give us a call.
We simplify your life by seamlessly coordinating all your financial needs in-house: financial planning, investment management, tax preparation and estate planning. Our comprehensive approach, powered by our highly credentialed team, frees up your time to focus on what matters most.
There are many different ways to measure success. Here are a few we’re proud of:
Google Reviews*
managed in client assets as of 2/28/25.
Good humans on staff with a very low turnover.**
*Number of reviews as of 2/28/25. 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.
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.
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.
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.
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 2/28/25. Google Reviews reside on a site controlled by Google.”
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.
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.
Finance
Finance
Finance
Finance
Finance
“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®
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.
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.
Privacy Policy | Terms & Conditions | Disclosures
Copyright © 2024 All rights reserved.
