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BlueChip Wealth Advisors LLC

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Client assets under management

$462,934,942

Clients

372

45% high-net worth

Advisors

6

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

62

Typical

Average account size

$1,244,449

About

BlueChip Wealth Advisors provides discretionary portfolio management and financial planning to a mix of individual clients (including high‑net‑worth households), businesses, retirement plans, charitable entities, and government clients. Its service menu includes advisor‑managed accounts, third‑party manager programs, retirement plan advisory, one‑time project planning, and reporting services for clients who do not engage for asset management.

The firm tailors portfolios to client objectives and risk profiles using a mix of active and passive strategies, periodic rebalancing, and an internal investment committee that screens third‑party managers. BCWA integrates planning technology and client reporting into its advice process, offering subscription‑style planning tools and client tutorials alongside regular account reviews and plan deliverables.

Compared with many peer team firms, BCWA combines a wrap‑fee program sponsorship with a subscription billing model and explicit availability of standalone reporting subscriptions for non‑managed clients. It also works with government entities, provides detailed analytical deliverables (Monte Carlo analyses, efficient frontier and holdings studies), and emphasizes client education through tutorials and participation in custodian‑sponsored educational events.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Income planning Social Security optimization Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement Mid-Career Professionals

Fee options

Fixed

Financial planning flat fees: $1,750 for BlueChip Retirement Plan, $3,500 for BlueChip Comprehensive Retirement Plan, $1,000 for eMoney Account setup

Percentage

$0 - $999,999: 1.75% $1,000,000 - $2,999,999: 1.5% $3,000,000+: Negotiable

Project-based

$300 per hour for Certified Financial Planner, $75 per hour for Paraplanner for services beyond scope of plan; hourly rates for project-based fees vary depending on scope and complexity

Subscriptions

$29 monthly subscription for eMoney with retirement plans; $49 monthly subscription for eMoney Account

Other

Account minimum: $1,000,000

Main office location

BlueChip Wealth Advisors LLC

12655 Birmingham Hwy, Suite 201

Milton GA 30004, United States

Number of offices

1

Most active in

Alabama · California · Florida · Georgia · Louisiana · North Carolina · Tennessee · Texas

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

John C

Series 66

Milton, GA

BlueChip Wealth Advisors LLC

John Cronin is a financial advisor at BlueChip Wealth Advisors LLC in Milton, GA, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Raymond James & Associates, Merrill Lynch, and J.P. Morgan Securities LLC. BlueChip Wealth Advisors provides discretionary portfolio management and financial planning to individuals, businesses, pension plans, foundations, estates, and government entities. The firm manages approximately $637 million across about 420 client relationships through a six-advisor team, offering customized portfolios with a range of investment options and structured planning services.

Retirement income strategy Income planning Social Security optimization Tax-loss harvesting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar

Jessica V

Series 63, Series 65

Milton, GA

BlueChip Wealth Advisors LLC

Jessica Vickery is a financial advisor at BlueChip Wealth Advisors LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Arkadios Capital and Triad Advisors in addition to her current firm. Outside of advising, she operates a bookkeeping business. BlueChip Wealth Advisors provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, businesses, pension plans, foundations, estates, and government entities. The firm manages approximately $637 million through a six-advisor team, offering customized investment solutions and structured planning services.

Retirement income strategy Income planning Social Security optimization Tax-loss harvesting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar

Beau D

CFP®, Series 63

Milton, GA

BlueChip Wealth Advisors LLC

Beau Davis is a CFP® professional with 27 years of industry experience. He is currently with BlueChip Wealth Advisors LLC, where he has worked since 2021. His prior experience includes roles at Purshe Kaplan Sterling Investments and Compass Wealth Management LLC. BlueChip Wealth Advisors provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, businesses, pension and profit-sharing plans, foundations, estates, and government entities. The firm manages approximately $637 million across about 420 client relationships and employs a team-based approach to customize portfolios according to client objectives and risk profiles.

Retirement income strategy Income planning Social Security optimization Tax-loss harvesting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar

Marcus A

CFP®, Series 63

Milton, GA

BlueChip Wealth Advisors LLC

Marcus Ashworth is a CFP® with 28 years of industry experience and has been with BlueChip Wealth Advisors LLC since 2009. Prior to that, he was affiliated with Triad Advisors for 12 years. Outside of his advisory role, he owns and operates Georgia Pine Plantations, a timber farm and hunting preserve in central Georgia, where he also serves as a hunting guide. BlueChip Wealth Advisors provides discretionary portfolio management and financial planning to individuals, businesses, pension plans, foundations, estates, and government entities. The firm manages approximately $637 million across about 420 client relationships through a six-advisor team, customizing portfolios to client objectives using a range of investment vehicles and structured planning services.

Retirement income strategy Income planning Social Security optimization Tax-loss harvesting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar

David S

CFP®, Series 63, Series 65

Milton, GA

BlueChip Wealth Advisors LLC

David Smith is a CFP®-certified financial advisor with 24 years of industry experience. He is currently a senior partner at BlueChip Wealth Advisors LLC and previously worked at Arkadios Capital, Triad Advisors, Cole Capital Corporation, and Equity Fund Advisors. Outside of his role at BlueChip, he is also an investment advisor representative with Ashworth Sullivan Wealth Management. BlueChip Wealth Advisors serves a diverse client base including high-net-worth individuals, businesses, pension and profit-sharing plans, foundations, estates, and government entities. The firm employs a team approach to discretionary portfolio management and financial planning, customizing portfolios to client objectives and utilizing multiple custodians and third-party managers.

Retirement income strategy Income planning Social Security optimization Tax-loss harvesting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar

Kevin R

Series 63, Series 65

Milton, GA

BlueChip Wealth Advisors LLC

Kevin Rainwater is a financial advisor at BlueChip Wealth Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mercer Global Advisors Inc., Arkadios Wealth Advisors, Arkadios Capital, LLC, and ACG Wealth Inc. BlueChip Wealth Advisors provides discretionary portfolio management and financial planning to individuals, businesses, pension and profit-sharing plans, foundations, estates, and government entities. The firm manages approximately $637 million across about 420 client relationships and offers customized portfolios using multiple custodians and a range of investment vehicles.

Retirement income strategy Income planning Social Security optimization Tax-loss harvesting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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