Blue Chip Partners Employee Directory

Financial ServicesMichigan, United States11-50 Employees

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/

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Blue Chip Partners Global Highlights

North America
52

United States Of America
52

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Blue Chip Partners's Leadership

D. D.
Chief Investment Officer
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D. F.
Chief Operating Officer & Chief Compliance Officer
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E. S.
Chief Compliance Officer
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E. G.
Chief Operating Officer
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E. G.
Chief Operating Officer
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G. D.
Vice President Operations
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B. O.
Owner
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D. S. F.
Partner, Senior Financial Advisor
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Contact profiles from Blue Chip Partners

Name

Title

Contact Info

Location

Last Update

B. O.
Owner
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United StatesMassachusetts
Oct 23, 2024
D. S. F.
Partner, Senior Financial Advisor
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United StatesMichigan
Oct 21, 2024
D. D.
Chief Investment Officer
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Email
Nov 01, 2024
D. S.
Owner/Partner, Independent Investment Advisor Representative
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Email
Nov 01, 2024
D. F.
Chief Operating Officer & Chief Compliance Officer
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Email
Feb 20, 2024
E. S.
Chief Compliance Officer
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United StatesMichigan
Oct 22, 2024
E. G.
Chief Operating Officer
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Email
Oct 22, 2024
E. G.
Chief Operating Officer
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Email
United StatesMichigan
Oct 18, 2024
R. S.
Founder And Wealth Manager, Independent Investment Advisor
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Email
Oct 17, 2024
R. S.
Founder/Wealth Manager, Independent Investment Advisor
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Email
United StatesMichigan
Nov 01, 2024

Frequently Asked Questions

What is Blue Chip Partners known for?

Blue Chip Partners was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 38505 Country Club Drive Suite 150 Farmington Hills, MI 48331 US; you can contact the main corporate office by phone at

+1-248-848-****

. Explore Blue Chip Partners's company overview page for more information.

What is Blue Chip Partners's most common email format?

Blue Chip Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Chip Partners email formats with LeadIQ.

How many employees does Blue Chip Partners have currently?

Blue Chip Partners has approximately 43 employees as of September 2024. These team members are located across 2 continents, including North AmericaEurope.

Who are Blue Chip Partners's key employees and leadership?

As of September 2024, Blue Chip Partners's key employees include:

Chief Investment Officer: D. D.
Chief Operating Officer & Chief Compliance Officer: D. F.
Chief Compliance Officer: E. S.
Chief Operating Officer: E. G.
Chief Operating Officer: E. G.

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