A complete list of active advisors currently associated with Blue Chip Financial Planning, LLC

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

Blue Chip Financial Planning is a small, fee-only registered investment adviser that provides financial planning, consulting, and discretionary portfolio management to individuals and a range of entities, including pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm oversees approximately $36 million in client assets across roughly 50 accounts. The firm follows a structured financial planning process—collecting client information via a questionnaire, identifying goals, analyzing options, making recommendations, assisting with implementation, and monitoring progress with at least annual reviews—and delivers quarterly electronic account statements. For security selection and portfolio decisions it employs a mix of fundamental, technical, charting and cyclical analysis and will aggregate client orders into block trades when appropriate. Noteworthy differences from many independent, solo advisers include an explicit focus on corporate and other business clients in addition to individuals, and the firm’s sole adviser’s continued active short-term personal trading in stock index options and short selling (conducted for personal accounts and not offered to clients). The firm operates on a fee-only basis and uses an independent custodian arrangement that provides operational and research services to the adviser.

To learn more about the advisors currently working at Blue Chip Financial Planning, LLC, 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.