Blue Chip Partners, LLC (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip provides comprehensive financial planning and investment management services to high net worth individuals and families. We strive to help our clients get the most life out of their wealth, and to be a great place to work for our employees.  

Our team of financial advisors has the knowledge and experience necessary to create a customized financial plan that meets your unique needs. On staff, Blue Chip has multiple CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analyst® designations, Certified Public Accountants, Chartered Market Technician® designations and licensed attorneys (Michigan).  

Blue Chip’s equity investment management approach focuses on owning individual, high-quality “blue chip” businesses that are dividend growers and/or industry leaders in their respective sectors. Owning individual equities can reduce costs as compared to the typical advisory relationship and provides more opportunities for our team to manage portfolios in a tax-efficient manner.  While we do use third-party asset managers for the international stock and bond allocation of the portfolio, we utilize low-cost offerings with an emphasis on strategic diversification. Our investment process is driven by a centralized, in-house investment department and committee that support our financial advisors.   

Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals, and those nearing retirement. 

Please visit our website at www.bluechippartners.com for more information. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer. 

Link to important disclosure information: https://www.bluechippartners.com/disclosures/

Investment Management

Personal Finance

Retirement

Blue Chip Partners

Robert Steinberg

Erin Goss

Daniel Dusina

This department provides expert financial advice and planning to clients, helping them achieve their financial goals.

Financial Services

This department focuses on supporting and enhancing the experiences of clients through assistance and specialized services.

Client Services

This department manages and optimizes the operational aspects of investment portfolios within wealth management.

Portfolio Operations

This department oversees the strategic direction and operational management of the organization.

Executive Leadership

This department focuses on providing strategic financial advice and investment solutions to clients.

Blue Chip Partners

Org chart

Teams

Financial Services

Client Services

Portfolio Operations

Executive Leadership

Investment Advisory

Offices

Blue Chip Partners

Org chart

Teams

Financial Services

Client Services

Portfolio Operations

Executive Leadership

Investment Advisory

Offices

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