Blue Chip Financial Advisors, LLP

John Lemme is a financial advisor with Blue Chip Financial Advisors, LLP in East Providence, RI, holding the ChFC® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including 19 years at Triad Advisors, Inc. and over 25 years at Blue Chip Financial Advisors. Outside of his advisory role, he is also involved in insurance sales as a licensed producer. Blue Chip Financial Advisors is a team-based registered investment adviser managing approximately $104 million in fee-based assets. The firm serves individuals, trusts, estates, retirement plans, corporations, and not-for-profit entities, offering portfolio management, comprehensive financial planning, and investment and insurance product implementation.

Michael Moretti is a financial advisor with Blue Chip Financial Advisors, LLP in East Providence, RI, holding Series 65 and Series 66 licenses and with 22 years of industry experience. He has worked at Blue Chip Financial Advisors since 2003 and was previously with Triad Advisors, Inc. and Osaic Wealth, Inc. Moretti is also involved in insurance sales as a producer and broker outside of his advisory role. Blue Chip Financial Advisors is a team-based registered investment adviser managing approximately $104 million in fee-based assets. The firm serves individuals, trusts, estates, retirement plans, corporations, and not-for-profit entities, providing portfolio management, financial planning, and investment and insurance product implementation through primarily non-discretionary strategies.

Clifford Deck is a CFP® and Series 65-licensed financial advisor with 26 years of industry experience. He has been with Blue Chip Financial Advisors, LLP since 1999 and previously operated Clifford J. Deck, CPA Inc. from 1992 to 2019. Deck also worked at Franklin and Company CPAs Inc. from 2020 to 2023. Blue Chip Financial Advisors, LLP is a team-based registered investment adviser managing approximately $104 million in fee-based assets. The firm serves individuals, trusts, estates, retirement plans, corporations, and not-for-profit entities, providing portfolio management, financial planning, and implementation of investment and insurance products through primarily non-discretionary strategies.

William Delmage is a financial advisor with Blue Chip Financial Advisors, LLP, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Blue Chip Financial Advisors since 2000 and was previously with Triad Advisors, Inc. from 2005 to 2024. Outside of his advisory role, he is involved in health, dental, and life insurance sales through WD & Associates, a division of Patriot Growth Insurance Services LLC. Blue Chip Financial Advisors is a team-based registered investment adviser managing approximately $104 million in fee-based assets. The firm serves individuals, trusts, estates, retirement plans, corporations, and not-for-profit entities, offering portfolio management, comprehensive financial planning, and investment and insurance product implementation with a primarily non-discretionary investment model.