Search company, investor...

Blue Chip Partners

Founded Year



Acquired | Acquired

About Blue Chip Partners

Blue Chip Partners develops, manages, and optimizes ambulatory surgical centers.

Headquarters Location

4760 Red Bank Expressway Suite 222

Cincinnati, Ohio, 45227,

United States


Missing: Blue Chip Partners's Product Demo & Case Studies

Promote your product offering to tech buyers.

Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.

Missing: Blue Chip Partners's Product & Differentiators

Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).

Latest Blue Chip Partners News

07:00 ET Executives at Blue Chip Partners Named to Forbes' 2023 List of Best-In-State Wealth Advisors

May 25, 2023

News provided by Share this article Share this article Plus: Director of Portfolio Operations joins the team and new CFP® credentials added to team accomplishments FARMINGTON HILLS, Mich., May 25, 2023 /PRNewswire/ -- Blue Chip Partners ("Blue Chip"), an award-winning, independent Registered Investment Advisor and comprehensive wealth management firm located just outside of Detroit, recently had two executives named to Forbes' 2023 list of Best-In-State Wealth Advisors . In the 2023 rankings, CEO Robert Steinberg, JD, CPA, CFP® and Managing Partner Dan Seder, CFA®, CMT, CFP® were both listed, ranking #17 and #18 respectively in the state of Michigan. "Dan and I are both very proud to be named top wealth advisors in Michigan by Forbes," said Robert Steinberg, Founder and CEO of Blue Chip Partners. "However, we couldn't have earned this honor without all of our amazing team members who work so hard to serve our clients and make Blue Chip an award-winning firm." "We couldn't have earned this honor without all of our amazing team members who work so hard to serve our clients." Forbes' rankings, developed by SHOOK Research, are one of the only advisor rankings with a focus on quality, including surveying and interviewing advisors in-person and virtually. Rankings are based on an algorithm of qualitative data collected through these surveys and interviews to evaluate best practices, level of service, investing models, and compliance records, as well as quantitative data such as revenue produced and assets under management. SHOOK Research prides itself on recognizing the most outstanding financial advisors in the business and creating rankings of role models – advisors that are leading the way in offering best practices and providing a high-quality experience for clients. Unlike other advisor rankings, SHOOK is not a "robo-ranker" and is completely independent and objective – they do not receive compensation from financial advisors, their firms, or the media in exchange for rankings. They believe that production and asset numbers don't tell the whole story and that a focus on both qualitative and quantitative factors is imperative. To see the full list of Forbes' 2023 Best-In-State Wealth Advisors rankings, click here . BLUE CHIP ADDS NEW DIRECTOR OF PORTFOLIO OPERATIONS TO TEAM This Spring, Blue Chip Partners welcomed a new Director of Portfolio Operations to their team: Andrea Cloutier . As Director of Portfolio Operations, Cloutier has oversight of and significant responsibilities within Blue Chip's portfolio accounting, trading, and reporting systems used to manage client relationships. She is an analytical, tech-savvy, process-oriented personality and the firm will be looking to her to improve firm efficiency and enhance the consistency of the client experience. Prior to joining Blue Chip in 2023, Cloutier spent over six years at Plante Moran Financial Advisors, one of the nation's largest Registered Investment Advisors, where she worked as a Senior Data Operations Analyst. In addition to Plante Moran, Cloutier spent nine years at Comerica Bank where she worked in Trust Operations as a Fund Accounting Manager. She graduated from Central Michigan University with a B.A. in Business Administration, majoring in Finance. FINANCIAL ADVISOR CODY VANDERHAGEN EARNS CFP® MARKS In addition, Blue Chip announced that financial advisor Cody VanderHagen, CFP®  has earned the Certified Financial Planner™ marks of distinction and can now use the CFP® marks after his name. With this accomplishment came a promotion for VanderHagen, who moved from Associate Advisor to Financial Advisor within the firm. "We're so proud of Cody and the hard work he put in to achieve this success," said Erin Goss, Chief Operating Officer at Blue Chip Partners. "Since joining our firm in 2020, Cody has been an invaluable part of our team, and we're excited to witness his continued growth." In addition to two Associate Financial Advisors, there are now nine Financial Advisors on staff. Eight of them are Certified Financial Planner™ professionals. ABOUT BLUE CHIP PARTNERS Blue Chip Partners, LLC (Blue Chip) is a privately-owned, independent Registered Investment Advisory (RIA) firm headquartered in Farmington Hills, Michigan (a suburban area near Detroit). Blue Chip provides personalized wealth management and asset management services, serving as a fiduciary to over 750 client relationships with over $1.1 Billion in assets under management. The advisors at Blue Chip have extensive experience and credentials that provide the foundation for providing comprehensive wealth management and holistic advice to a select clientele. Blue Chip has eight Certified Financial Planner™ licensees (CFPs), four Chartered Financial Analysts (CFAs), three Certified Public Accountants (CPAs), three Chartered Market Technicians (CMTs), and two licensed attorneys (Michigan). To learn more, visit . Media Contact:

Blue Chip Partners Frequently Asked Questions (FAQ)

  • When was Blue Chip Partners founded?

    Blue Chip Partners was founded in 2004.

  • Where is Blue Chip Partners's headquarters?

    Blue Chip Partners's headquarters is located at 4760 Red Bank Expressway, Cincinnati.

  • What is Blue Chip Partners's latest funding round?

    Blue Chip Partners's latest funding round is Acquired.

  • Who are the investors of Blue Chip Partners?

    Investors of Blue Chip Partners include NueHealth, Claritas Capital and Blue Chip Venture Company.

  • Who are Blue Chip Partners's competitors?

    Competitors of Blue Chip Partners include United Surgical Partners International, National Surgical Healthcare, Vantage Oncology, Hicuity Health, American Pathology Partners and 11 more.

Compare Blue Chip Partners to Competitors

American Pathology Partners

American Pathology Partners is a network of pathology laboratories and practices dedicated to local and regional healthcare. Based on the individual needs of partner practices and laboratories, the company offers a wide array of world-class support services, including business support, access capital for liquidity and/or growth, and selected esoteric or subspecialty pathology services.

Bariatric Partners

Bariatric Partners, Inc. develops specialty surgery centers in partnership with leading bariatric surgeons

Alala Logo

Alala offers post surgical support and services by certified professionals for women who have suffered from Cancer. Created software that aims to allow their customers to apply for medical benefits.

U.S. Renal Care Logo
U.S. Renal Care

U.S. Renal Care provides in-center and at-home hemodialysis and peritoneal dialysis services for end-stage renal disease. The company also manages several acute-setting dialysis programs in conjunction with local community hospitals. It was founded in 2000 and is based in Plano, Texas.

Navitas Cancer Rehabilitation Centers of America

Navitas Cancer Rehabilitation Centers of America, Inc. (Navitas), headquartered in Denver, Colorado, is a company to work with the oncology community, patients and payers to integrate cancer rehabilitation services into the treatment plan for each cancer patient. The mission of Navitas is to improve the health and lives of cancer patients and survivors through an evidence-based, integrated program of rehabilitation and supportive services that aim to address the effects of cancer and cancer treatments and deliver on this promise in a healing and caring environment. The company's first two locations are in Denver, Colorado and Salt Lake City, Utah.

Recovery Cafe Logo
Recovery Cafe

The Recovery Cafe is a community serving men and women traumatized by homelessness, addiction and mental health challenges.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.