Blue Chip Partners, LLC logo

Blue Chip Partners, LLC

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Client assets under management

$1,857,066,990

Clients

1,001

52% high-net worth

Advisors

20

of 34 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

50

Typical

Average account size

$1,855,212

About

Blue Chip Partners provides fee-based investment management and financial planning to individuals, high net worth clients, trusts, estates, charities, small businesses and pension/profit-sharing plans, managing roughly $1.88 billion across about 1,000 client relationships. Services include ongoing discretionary and non-discretionary portfolio management, comprehensive or limited financial planning, and management of employer-sponsored and other accounts held at custodians such as Raymond James and Charles Schwab.

The firm begins client relationships with discovery meetings to develop an Investment Policy Statement and typically implements portfolios by selecting an asset-allocation model (ranging from aggressive growth to defensive) that is monitored and rebalanced by a primary advisor and service team; standalone planning is available either as a one‑time engagement or an annual retainer. Blue Chip Partners reports that most investment management clients receive financial planning at no additional cost and that advisors may receive salary plus bonuses tied to onboarding new assets, which the firm discloses as a potential conflict of interest.

What distinguishes Blue Chip Partners from many peers is its affiliated service network: it owns Blue Chip Tax, LLC and is related to Blue Chip Estate Planning, PLLC, and it operates an affiliate service credit program that can provide eligible new clients up to $3,500 toward affiliated tax or estate-planning services. The brochure also discloses that some advisors are licensed attorneys, CPAs or insurance agents who may perform tax or legal work in separate capacities and that affiliated services are provided under separate engagements (a conflict the firm discloses); the firm also notes use of client testimonials in its advertising.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial planning fixed fees typically range from $2,500 to $10,000 depending on scope and complexity

Percentage

$0 - $500,000: Negotiable, generally up to 1.25% annually $500,000+: Negotiable, generally up to 1.25% annually

Other

Account minimum: $500,000 Fee-only: Investment management fees asset-based, generally up to 1.25% annually, negotiable; financial planning fixed fees from $2,500 to $10,000 depending on services and complexity

Main office location

Blue Chip Partners, LLC

38505 Country Club Drive, Suite 150

Farmington Hills MI 48331, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Illinois · Kentucky · Louisiana · Massachusetts · Michigan · New York · North Carolina · South Carolina · Tennessee · Texas · Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Hayden K

Series 63, Series 65

Farmington Hills, MI

Blue Chip Partners, LLC

Hayden Kibbey is a financial advisor at Blue Chip Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Piper Sandler & Co. from 2022 to 2024. Prior to his professional career, he was a full-time student for nearly two decades. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm uses a tailored approach based on an in-depth discovery process and offers customized asset-allocation models alongside fundamental, technical, and cyclical analysis.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Daniel D

CFA®, Series 63

Farmington Hills, MI

Blue Chip Partners, LLC

Daniel Dusina is a CFA® charterholder with 10 years of industry experience. He has worked at Blue Chip Partners, LLC since 2021 and was previously employed at BlackRock Investments LLC from 2015 to 2021. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored relationships and customized asset-allocation models, supported by a network of affiliated tax and estate planning service providers.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Timothy R

ChFC®, Series 63

Farmington Hills, MI

Blue Chip Partners, LLC

Timothy Reaume is a financial advisor with Blue Chip Partners, LLC, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He previously worked at LPL Financial LLC for 14 years before joining Blue Chip Partners in 2021. He is a licensed attorney in Michigan, though no longer practicing law. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes tailored asset-allocation models and utilizes fundamental, technical, and cyclical analysis, supported by affiliated tax and estate planning services.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Matthew M

CFP®, CFA®

Farmington Hills, MI

Blue Chip Partners, LLC

Matthew Mondoux is a CFP® and CFA® with nine years of experience in the financial industry. He has been with Blue Chip Partners, LLC since 2016 and previously worked at Stout Risius Ross. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm focuses on tailored client relationships through customized asset allocation and offers tax and estate planning services via affiliated entities.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Naoko M

CFP®, Series 63, Series 65

Farmington Hills, MI

Blue Chip Partners, LLC

Naoko Mckelvey is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Blue Chip Partners, LLC since 2019. Prior to this, she worked at Lumin Financial, LLC for eight years. She holds Series 63 and Series 65 licenses and is also a non-variable licensed insurance agent. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm offers customized asset-allocation models and utilizes fundamental, technical, and cyclical analysis, supported by affiliated tax and estate planning service providers.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Mitchell K

Series 65

Farmington Hills, MI

Blue Chip Partners, LLC

Mitchell Kahl is a financial advisor at Blue Chip Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Waldron Private Wealth and in various roles related to athletics and education at the University of Michigan and local schools. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships, customized asset-allocation models, and integrates tax and estate planning services through affiliated providers.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Erin G

CFA®, Series 66

Farmington Hills, MI

Blue Chip Partners, LLC

Erin Goss is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Blue Chip Partners, LLC. She joined Blue Chip Partners in 2021 after 16 years at Plante Moran Financial Advisors, LLC. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships through customized asset allocation and utilizes fundamental, technical, and cyclical analysis in portfolio management.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Cody V

Series 65

Farmington Hills, MI

Blue Chip Partners, LLC

Cody Vanderhagen is a financial advisor at Blue Chip Partners, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Blue Chip Partners since 2020. Prior to that, he held positions at CBRE and completed graduate studies at the University of Michigan. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm offers customized asset-allocation models and integrates tax and estate planning services through affiliated entities.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Emily P

CFP®, Series 65

Farmington Hills, MI

Blue Chip Partners, LLC

Emily Prater is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Blue Chip Partners, LLC since 2021. Her prior experience includes roles at Doeren Mayhew and Deloitte Tax LLP. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm utilizes tailored investment strategies based on an in-depth discovery process and offers integrated tax and estate planning services through affiliated providers.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Daniel S

CFP®, CFA®, Series 63

Farmington Hills, MI

Blue Chip Partners, LLC

Daniel Seder is a CFP® and CFA® with 24 years of industry experience. He has been with Blue Chip Partners, LLC since 2005 and previously worked at Raymond James Financial Services, Inc. He is also a partner in a non-variable insurance business. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships and implements customized asset allocation models using fundamental, technical, and cyclical analysis.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Deborah V

CFP®, Series 65

Farmington Hills, MI

Blue Chip Partners, LLC

Deborah Van Dam is a CFP® with two years of experience, currently serving as a financial advisor at Blue Chip Partners, LLC. Her prior work includes roles in hospitality and education, including positions at Cantoro Trattoria, LLC and University of Michigan-Dearborn. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes tailored relationships through in-depth discovery and customized asset allocation, offering services supported by affiliated tax and estate planning providers.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Vincent P

Series 66

Farmington Hills, MI

Blue Chip Partners, LLC

Vincent Parrack is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Hantz Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. Blue Chip Partners provides fee-based investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm offers customized asset-allocation models and integrates tax and estate/legal services through affiliated providers.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Tina T

Series 66

Farmington Hills, MI

Blue Chip Partners, LLC

Tina Troup is a financial advisor at Blue Chip Partners, LLC in Farmington Hills, MI, with 10 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research for 11 years. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored client relationships through customized asset-allocation models and offers integrated tax and estate planning services via affiliated entities.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Gina D

Series 63, Series 65

Farmington Hills, MI

Blue Chip Partners, LLC

Gina Di Girolamo is a financial advisor at Blue Chip Partners, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Gina was also a full-time student for ten years prior to her advisory roles. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm offers customized asset-allocation models and employs fundamental, technical, and cyclical analysis, supported by a network of affiliated tax and estate planning service providers.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
user avatar

Andrea C

Series 65

Farmington Hills, MI

Blue Chip Partners, LLC

Andrea Cloutier is a financial advisor at Blue Chip Partners, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Plante Moran from 2016 to 2023. Blue Chip Partners provides fee-based investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable funds, and pension/profit-sharing plans. The firm emphasizes tailored relationships through a detailed discovery process and custom asset-allocation models, utilizing fundamental, technical, and cyclical analysis.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
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