Blue Chip Partners
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 for more information. Spend Confidently, Live Without Regret™ with Blue Chip Partners, an equal opportunity employer. Link to important disclosure information:
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Verified contacts
41
available on Kipplo
LinkedIn employees
56
11 to 50 range
Open roles
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no listings
Distinct roles
24
indexed titles
Tech stack
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Monthly traffic
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Decision-makers and verified team members
41 contacts with verified email or phone · masked until revealed.
- AC
Andrea Cloutier
Director of Portfolio Operations Wealth Management · Other
EmailPhone - DD
Daniel Dusina
Director of Investments · Finance & Accounting
EmailPhone - MM
Matt Mondoux
Advisor · Finance & Accounting
EmailPhone - NM
Naoko McKelvey
Senior Financial Advisor · Finance & Accounting
EmailPhone - CV
Cody Vanderhagen
Financial Advisor · Finance & Accounting
EmailPhone - DV
Deborah Vandam
Associate Financial Advisor · Finance & Accounting
EmailPhone - JK
Jennifer Koperski
Client Services Associate · Customer/Client Service
EmailPhone - PT
Pam Tassinari
Client Services Associate · Customer/Client Service
EmailPhone - CS
Cynthia Steinberg
Owner · General Business & Management
EmailPhone
Showing 9 of 41 verified contacts
Top roles at Blue Chip Partners
24 distinct titles indexed · top 10 shown.
- 6associate financial advisor
- 6financial advisor
- 3client services associate
- 3senior financial advisor
- 1advisor
- 1blue chip partners, inc, an independent firm
- 1chief compliance officer
- 1chief operating officer
- 1director of investments
- 1director of marketing at blue chip partners, llc
- +14more titles
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