A complete list of active advisors currently associated with Blue Chip Financial Advisors, LLP

Warmer can help you find a great advisor at Blue Chip Financial Advisors, LLP or one who fits your needs even better.

BlueChip Financial Advisors, LLP is a team-based registered investment adviser managing roughly $104 million in fee-based assets with five advisory professionals. The firm serves individuals (including high-net-worth clients), trusts, estates, retirement plans, corporations and not-for-profit entities, offering portfolio management, broad-based financial planning, and implementation of investment and insurance products. BlueChip’s model is primarily non-discretionary: advisers provide investment recommendations and supervisory services but generally seek client approval before executing trades, and accounts are reviewed semiannually with annual meetings offered. The firm uses a range of strategies — long- and short-term purchases, trading, margin and short sales — and its planning engagement typically begins with extensive data gathering and can be billed hourly. Distinctive aspects noted in the brochure include affiliations with accounting professionals: several advisory representatives have primary accounting practices and the firm discloses contractual fee-sharing with a CPA firm (up to 50% of net client fees returned to the affiliated RIA/CPA). The brochure also describes the provision of investment education/workshop-style offerings consistent with Department of Labor 404(c) guidance, and discloses that the firm’s principals manage additional non-fee accounts alongside the fee-based business.

To learn more about the advisors currently working at Blue Chip Financial Advisors, LLP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.