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

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

Blue Chip Partners provides fee-based investment management and financial planning to individuals, high net worth clients, trusts, estates, charities, small businesses and pension/profit-sharing plans, managing roughly $1.88 billion across about 1,000 client relationships. Services include ongoing discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and management of employer-sponsored and other accounts held at custodians such as Raymond James and Charles Schwab. The firm begins client relationships with discovery meetings to develop an Investment Policy Statement and typically implements portfolios by selecting an asset-allocation model (ranging from aggressive growth to defensive) that is monitored and rebalanced by a primary advisor and service team; standalone planning is available either as a one‑time engagement or an annual retainer. Blue Chip Partners reports that most investment management clients receive financial planning at no additional cost and that advisors may receive salary plus bonuses tied to onboarding new assets, which the firm discloses as a potential conflict of interest. What distinguishes Blue Chip Partners from many peers is its affiliated service network: it owns Blue Chip Tax, LLC and is related to Blue Chip Estate Planning, PLLC, and it operates an affiliate service credit program that can provide eligible new clients up to $3,500 toward affiliated tax or estate-planning services. The brochure also discloses that some advisors are licensed attorneys, CPAs or insurance agents who may perform tax or legal work in separate capacities and that affiliated services are provided under separate engagements (a conflict the firm discloses); the firm also notes use of client testimonials in its advertising.

To learn more about the advisors currently working at Blue Chip Partners, 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.