Blue Chip Partners, Inc.

Blue Chip Partners provides a wide range of financial planning services. From investment management and retirement planning to executive compensation and estate planning, our highly credentialed team provides concierge-level service and technical expertise to create a highly personalized client relationship. We specialize in investment strategies and blue-chip portfolio management for corporate executives, high-net-worth individuals, and nearly retired professionals. Blue Chip Partners initially opened as Steinberg Planning and Investment Management in 2004. We changed our name to Blue Chip Partners in 2010. More than 600 families trust us with their wealth management. What does success look like to you? Let us help you get there