Blue Chip Financial Advisors, Inc.

Overview

Blue Chip Financial Advisors, Inc. is an independent registered investment adviser operating as a small, owner-run corporation that serves individual and family clients. The firm offers financial planning and portfolio management tailored to individuals and small businesses and charges fees as a percentage of assets under management and via fixed-fee arrangements. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices