Blue Chip Partners

What Blue Chip Partners does

Blue Chip Partners, LLC is an SEC-registered investment adviser (RIA) headquartered in Farmington Hills, Michigan, founded in 2004 and operating as a private, founder-controlled firm across three affiliated entities: Blue Chip Partners, LLC (advisory and investment management), Blue Chip Tax, LLC (tax preparation and planning), and Blue Chip Estate Planning, PLLC (estate planning legal services). The firm manages approximately $1.89B in client assets for over 900 client families as of March 31, 2026, with services delivered to a U.S. client base of high-net-worth individuals (minimum $500,000 in investable assets) and corporate executives of publicly traded companies.

The firm's core product is an integrated wealth management offering that bundles financial planning, investment management, executive compensation planning, retirement planning, tax planning/preparation, and estate planning, delivered through a two-advisor team model supported by a full operations staff. Investment management uses a quality-oriented, in-house investment committee approach that holds individual U.S. blue-chip equities for the equity sleeve and low-cost third-party ETFs and mutual funds for fixed income, with all client accounts custodied at Charles Schwab and/or Raymond James. Supporting technology includes the Tamarac client portal, eMoney financial planning, Holistiplan tax planning, Fi360 fiduciary platform, and Microsoft SharePoint/Intune for document management and security.

Blue Chip Partners generates revenue primarily through tiered, marginal-rate investment advisory fees calculated as a percentage of assets under management (1.25% on the first $1M, stepping down to 0.55% above $10M), supplemented by professional-services fees from Blue Chip Tax (annual tax preparation) and Blue Chip Estate Planning (legal document preparation). Go-to-market is a direct, high-touch sales motion via a credentialed advisory team, complemented by a content marketing engine (podcast, video series, blog, eBook, webinars) targeting HNW and executive segments, and serves clients in-person in Michigan and virtually nationwide.

Name

Blue Chip Partners

Legal name

Blue Chip Partners, LLC

Website

https://bluechippartners.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Blue Chip Partners is an SEC-registered, independent RIA in Farmington Hills, Michigan managing $1.89B for 900+ HNW families and corporate executives. It delivers integrated financial planning, investment management, tax, and estate planning through affiliated legal and tax entities.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Tax preparation services
• Estate planning

Headquarters

HQ city

Farmington Hills

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: Fees calculated as a percentage of assets under management using a tiered, marginal rate structure. Different portions of portfolio assessed at different fee rates rather than single rate on entire balance.
2. Tax Preparation Services: Annual tax planning and preparation services provided through Blue Chip Tax, LLC, a wholly owned subsidiary. Competitive pricing reflecting current market conditions.
3. Estate Planning Legal Services: Estate planning document preparation and legal services provided through Blue Chip Estate Planning, PLLC for Michigan residents. Services separate from advisory agreement.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels10 records

Core offering

Blue Chip Partners is an SEC-registered investment advisory firm that provides concierge-level wealth management for high-net-worth individuals with at least $500,000 in investable assets. Its core offering bundles financial planning, investment management using individual U.S. blue-chip stocks, retirement planning, executive compensation planning, tax preparation, and estate planning across affiliated entities. Services are delivered through dedicated two-advisor teams supported by full staff, both in-person at the Farmington Hills, Michigan headquarters and virtually nationwide.

Product overview

Blue Chip Partners is a concierge-level wealth management firm offering an integrated suite of financial services for high-net-worth clients with at least $500,000 in investable assets. The core offering bundles Financial Planning, Investment Management (using individual U.S. blue-chip stocks and low-cost ETF bonds), Retirement Planning, Tax Planning (via Blue Chip Tax subsidiary), and Estate Planning (via Blue Chip Estate Planning, PLLC law firm). Specialized Executive Compensation Planning addresses equity compensation for publicly traded company executives. The firm enriches its service model with educational content including a podcast (Blue Chip NOW!), video series (Blue Chip Chats, Blue Chip Clips), an eBook on company stock, and live webinars, delivering these through its client portal powered by Tamarac and financial planning via eMoney.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning encompassing retirement planning, investment management, tax strategy, estate planning, and executive compensation, delivered through a dedicated two-advisor team approach for clients with at least $500,000 in investable assets.
• Investment Management Quality-focused equity portfolio management using individual stocks of market-leading U.S. companies, supported by an in-house investment department and investment committee; bond allocation uses low-cost third-party ETFs and mutual funds.
• Executive Compensation Planning Specialized equity compensation planning for executives of publicly traded companies, including 10b5-1 plan design, blackout period navigation, company stock diversification, and Net Unrealized Appreciation (NUA) strategy.
• Retirement Planning Cash flow-focused retirement planning including Social Security timing analysis, pension distribution decisions, tax-efficient withdrawal strategies, and bucket list planning.
• Tax Planning and Preparation (Blue Chip Tax) In-house tax preparation and year-round tax planning services exclusively for Blue Chip Partners clients, integrated with financial planning and investment management, delivered through wholly owned subsidiary Blue Chip Tax, LLC.
• Estate Planning (Blue Chip Estate Planning) Legal estate planning services for Michigan residents including trust funding, asset transfer, healthcare directives, and durable power of attorney documents, offered through affiliated law firm Blue Chip Estate Planning, PLLC.

Quantifiable outcome

• $1.89B in assets under management
• +3 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

Partnerships

Nine partnerships are on record, tiered core and supporting.

• Charles SchwabcoreOthersCustodian for client investment accounts. Blue Chip Partners executes trades and holds assets through Schwab's institutional platform.
• Raymond JamescoreOthersAlternative custodian for client investment accounts, providing institutional custody services alongside Charles Schwab.
• Tamarac (Invelement)coreTechnology or IntegrationClient portal platform (Blue Chip Client Portal) providing account access, document management, and client service tools.
• eMoneycoreTechnology or IntegrationFinancial planning platform used for comprehensive financial planning, cash flow analysis, and presentation of planning techniques.
• HolistiplansupportingTechnology or IntegrationTax planning software used in conjunction with Blue Chip Tax services for proactive tax planning.
• Fi360supportingTechnology or IntegrationFiduciary platform used for investment due diligence, fiduciary best practices, and investment policy statement development.
• Microsoft (SharePoint, Intune)supportingTechnology or IntegrationSharePoint used for document management; Microsoft Intune used for enhanced security and device management.
• Money Life Podcast / Chuck JaffesupportingGTM or Marketing PartnerChief Investment Officer Daniel Dusina appeared on the Money Life Podcast discussing Blue Chip Partners' quality-oriented investment philosophy.
• WealthTech Today / Craig IskowitzsupportingGTM or Marketing PartnerCOO Erin Goss featured on WealthTech Today Podcast discussing firm's operations, marketing, and technology stack.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Savant Wealth Management: Independent, fee-only RIA headquartered in Illinois with similar AUM scale and integrated financial planning, investment management, and tax services. Closely comparable to Blue Chip Partners in size, service model, and Midwest regional positioning.
• Moneta Group: Fee-only RIA serving HNW individuals with comprehensive financial planning, investment management, tax, and estate services. Similar AUM tier, fiduciary-only structure, and integrated multi-discipline offering to Blue Chip Partners.
• Plante Moran Financial Advisors: Michigan-based wealth management affiliate of Plante Moran providing financial planning, investment management, and tax services to HNW clients. Geographic and service-model overlap with Blue Chip Partners is direct.
• Ronald Blue Trust: Faith-based, fee-only RIA serving HNW households with financial planning, investment management, and estate services. Comparable to Blue Chip Partners in scale, integrated multi-discipline model, and relationship-driven HNW advisory.

Broad incumbents

• Mariner Wealth Advisors: Large national independent RIA offering HNW wealth management, investment advisory, tax, and estate planning. Same core service categories as Blue Chip Partners but at materially greater scale and geographic reach.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S. combining advisor-led wealth management with a digital advice engine. Competes with Blue Chip Partners for HNW households via a hybrid human-plus-technology model.
• Carson Group: National RIA platform supporting affiliated advisors with wealth management, financial planning, and business consulting services. Overlaps with Blue Chip Partners on HNW advisory services delivered through partner advisors.
• Hightower Advisors: National RIA roll-up platform serving HNW clients with wealth management, investment, tax, and estate planning through affiliated practices. Same HNW target market and integrated service approach as Blue Chip Partners, but at much larger scale.
• Bessemer Trust: Specialist private wealth and investment management firm serving ultra-HNW families with integrated planning, investment, tax, and estate services. Same HNW focus and integrated service stack as Blue Chip Partners, but at the upper end of the wealth spectrum.
• Creative Planning: Large independent RIA offering comprehensive wealth management, tax, and estate planning to HNW individuals nationwide. Competes with Blue Chip Partners on the same integrated service proposition and HNW target market, but at significantly larger AUM.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@bluechipFM
• Facebookfacebook.com/bluechippartnersllc
• LinkedInlinkedin.com/company/blue-chip-partners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blue Chip Partners