Blue Chip Financial Planning, LLC

Overview

Blue Chip Financial Planning, LLC is an independent, fee‑based registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges a percentage‑of‑assets fee and concentrates its discretionary work on equity‑oriented portfolios. Its stated business activities center on comprehensive planning and ongoing portfolio oversight rather than institutional pension consulting or multi‑state advisory programs. Blue Chip reports it is not an active ESG investor and does not operate as a multi‑state adviser or a capital allocator. Investment implementation favors liquid, publicly traded securities and pooled vehicles. The firm appears to use separately managed account structures and custodial relationships to deliver customized equity exposures for its clients, while relying on mutual funds as a complementary vehicle where appropriate.

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Public Holdings

Investments & Alternatives

Location & Offices