Newport Beach, CA Office

BlueChip Financial Advisors, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, corporations, retirement plans and nonprofit entities. The firm delivers portfolio management on a non‑discretionary basis and offers broad financial planning and implementation support, which can include non‑fee investment products and insurance sold through affiliated broker‑dealer relationships.

BCFA operates a collaborative, client‑directed model in which investment recommendations are implemented only with client consent; accounts are reviewed at least semiannually and an annual review is offered. The firm employs a mix of long‑ and short‑term strategies and relies on third‑party research and custodial trading through Fidelity and a dually registered broker‑dealer, while disclosing potential commission arrangements when clients elect non‑fee products.

Distinctive features include managing approximately $104 million exclusively on a non‑discretionary basis, a structure that is uncommon among similar team firms of this size. BCFA is also notable for its close ties to accounting professionals—several advisory representatives are CPAs, the firm has a contractual arrangement with an accounting firm that includes fee‑sharing (up to 50% of net client fees returned to the CPA firm)—and for providing retirement‑plan investment education and workshops, services less commonly offered by peers.