Blue Chip Financial Advisors, LLC

Overview

Blue Chip Financial Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Blue Chip does not present itself as a capital allocator or pension consultant, is not identified as an active ESG investor, and does not list multi-state adviser status. The adviser appears to operate with a closely held ownership structure (domestic entity and individual owners) and maintains an affiliation with accountants for industry relationships. Services are oriented toward wealth management and planning rather than running third-party investment products.

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Location & Offices