We deliver personalized financial planning and disciplined investment management for high-net-worth individuals and families. As an independent, fee-only fiduciary, every recommendation we make is aligned with your best interests — never ours.
Tailored strategies designed around your unique financial goals, family needs, and long-term aspirations.
Customized portfolio construction, strategic asset allocation, and risk management designed to grow and preserve your wealth across market cycles.
Learn more →401(k)/IRA optimization, Social Security strategy, retirement income planning, and Roth conversion analysis to secure your financial future.
Learn more →Proactive tax-loss harvesting, charitable giving strategies, trust structures, and business owner planning to minimize your lifetime tax burden.
Learn more →Wealth transfer strategies, trust administration, legacy planning, and family governance to protect your assets for future generations.
Learn more →When I sold my manufacturing company, the BlueChip team guided us through every aspect — from the tax implications of the transaction to restructuring our investment portfolio and building an estate plan that protects our family for generations. Their fiduciary approach means I never question whose interests they are serving.
After retiring from Abbott, I needed a team that understood executive compensation, concentrated stock positions, and retirement income planning. David and Sarah developed a comprehensive drawdown strategy that has given my wife and me complete confidence in our retirement. We should have made the switch years ago.
As a corporate executive juggling stock options, deferred compensation, and a growing family, I needed an advisor who could see the full picture. BlueChip Financial coordinates my tax strategy, retirement planning, and estate documents in a way my previous broker never could. The fee-only model gives me total peace of mind.
Sit down with one of our advisors to review your current financial position, discuss your goals, and learn how a disciplined, fiduciary approach can make a difference. There is never any obligation.
Request Your Review