Blue Chip Financial Advisors, LLC

Overview

Blue Chip Financial Advisors, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee structure is flexible: percentage of assets under management, hourly charges, and fixed fees are all used. The firm reports it is not an active ESG investor, does not position itself as a capital allocator, and is not classified as a pension consultant or related adviser. SEC registration year is not provided. Industry affiliation is listed with accounting professionals, suggesting some integration of tax or accounting coordination into client work.

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Location & Offices