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Your Wealth Advisors For Life

Creating Meaningful Financial Strategies
For Exceptional Individuals and Families

Working with a BlueChip wealth advisor can be a transformational experience. With decades of financial experience, we will customize a meaningful wealth management plan with investment strategies to help you achieve your financial goals. Our process is designed to help grow, protect and distribute your wealth in a tax-efficient manner.

Competently Offering Guidance Since 2007

From those who have achieved financial affluence to those who are forging their net worth, and to business owners with additional financial complexities, our planning process is competent and efficient, because we know your time is valuable.

We are dedicated to helping you build and maintain wealth, knowledge and confidence in your financial success. You work hard for your assets, we’ll help monitor them so you can enjoy your time with your family and friends.

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Blue Chip Wealth Advisors Logo Alpharetta, GA Blue Chip Wealth Advisors

Welcome to BlueChip Wealth Advisors

A Firm Built on the Foundation
Of Competency, Trustworthiness and a Commitment to Our Clients

  • Our History


  • 1997

    Marcus Ashworth begins his career with Wall Street headquartered bond firm in Atlanta, GA

  • 2000

    Marcus joins the Private Client Group as Vice President for Regional Brokerage Firm Morgan Keenan

  • 2004

    Casey Joins the Private Client Group as Vice President for Regional Brokerage Firm Morgan Keegan

    Marcus and Casey form a partnership within the Private Client Group

  • 2007

    Ashworth Sullivan Wealth Management Group, LLC opens as an independent practice

  • 2010-2011

    Jessica Vickery, Richard Poore and Scott Brandenburg join ASWMG

  • 2011-2018

    Firm awarded:

    • ‘Atlanta’s Top Wealth Managers’ by Atlanta Business Chronicle
    • ‘Guide to America’s Top Financial Planners’ by Consumers Research Council of America
    • ‘Top Wealth Managers in Atlanta’ by Atlanta Magazine
    • ‘America's Top Financial Planners’ by Consumers Research Council of America
    • ‘Top Wealth Managers of Atlanta’ by Atlanta Magazine
    • ‘1st Runner Up for Best Financial Planner North Atlanta’ by Appen Newspapers
  • 2019

    Mitch Smith joins the ASWMG team

  • 2020

    Ashworth Sullivan Wealth Management Group changes name to Ashworth Sullivan Wealth Advisors

  • 2021

    Ashworth Sullivan Wealth Advisors changes name to BlueChip Wealth Advisors

Committed to Providing Excellent Service and Investment Advice
In Your Best Interest

Marcus Ashworth, CFP®, MBA Photo Marcus Ashworth, CFP®, MBA Hover Photo

Marcus Ashworth, CFP®, MBA

Managing Partner | Co-Founder
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Marcus Ashworth, CFP®, MBA

Managing PArtner | Co-founder

Marcus is a co-founder and managing partner at BlueChip Wealth Advisors and has over 23 years of portfolio management and financial planning experience. Marcus takes pride in educating and advising people on how to create, build, preserve and ultimately share their wealth. When he helps a client reach a goal in their financial lives, regardless of how big or small, it brings him great satisfaction to know that he has used his knowledge and skillset to benefit others.

Within his role, Marcus is responsible for researching financial trends in the U.S. economy and various markets, along with building and presenting customized financial solutions. His career began at a boutique municipal bond broker, where he learned the importance of dividends.  He went on to work at A.G. Edwards, where he built his clientele based on knowledge, expertise and a reputation for offering high-quality fixed-income products. After several successful years at A.G. Edwards, Marcus was offered the opportunity to become the senior vice president of the Private Client Group with Morgan Keegan. In 2007, Marcus co-founded Ashworth Sullivan Wealth Management Group with Casey Sullivan and has since largely built the business from referrals based on a reputation of ethics, trustworthiness, knowledge and competency.

Marcus' professional designations include his CERTIFIED FINANCIAL PLANNING™️(CFP®) designation from Oglethorpe University in Atlanta in 2004. He also earned the Accredited Investment Fiduciary in 2011 (AIF®). Marcus graduated with a BS degree from Valdosta State University, and also went on to earn an MBA with an emphasis in portfolio management from Mercer University, in Atlanta. He has successfully passed the following industry examinations: Series 6, 7, 63, SIE and 24 and is also a member of the Financial Planning Association.

When Marcus isn't focused on managing clients portfolios and financial plans he enjoys mountain biking with his sons, hiking & camping with family and friends, as well as farming & hunting on the family's land in Middle Georgia. He is happily married to his college sweetheart, Leigh, and together enjoy the challenges of raising their four active, wonderful teenage children, Anna, William, James an Andrew. Marcus has been a volunteer 5th & 6th grade football coach for 4 years at the kids school, served as Finance Committee Chairman at the family's church, Birmingham United Methodist Church in Milton, and served as a National Board of Director for the FCA-Outdoors chapter.

Check the background of this firm on FINRA's BrokerCheck.


Casey Sullivan, CFP® Photo Casey Sullivan, CFP® Hover Photo

Casey Sullivan, CFP®

Co-Founder
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Casey Sullivan, CFP®

Co-founder

November 21, 1962 - June 17, 2021

Casey Dominic Sullivan left this world June 17, 2021 quickly and unexpectedly, leaving behind his wife, Angel and their two sons, Christian and Liam, his brother Chuck, sister Nancy and his goddaughter Caitlin, his mother Kay, his beloved German Shepards, Porsche and Gunner - and a host of extended family members who will miss him deeply. Casey died a loved and important man. He was known as a man of service for his family and fellow man. He was a man of unshakable conviction and of integrity and honor - which is becoming increasingly rare but not before passing own these qualities to his sons.

Born in Youngstown, Ohio on November 21, 1962 and raised a Texan in Houston, he grew up wearing jeans and boots and embracing his life in Texas. He went on to graduate from his beloved Texas AandM with a business degree. Later Casey met his wife Angel in Texas where they married and had their sons. Convincing him to move to Georgia was a tough sell because it meant leaving Texas - but a lot of good things came next. The move sparked a new career in financial planning. He and his family moved to East Cobb and were embraced in the community where his sons made lifelong beautiful friends and went on to graduate from Walton High School. He met and partnered with Marcus Ashworth, starting their own successful wealth management firm. Casey did what he always did in life - became the best. He was highlighted throughout his career in several publications as a top Atlanta wealth manager as well one of America's top financial planners.

More importantly, what people knew about Casey as a person was his deep love and passion for his family and friends, community and country. Casey was a true patriot and an incredible dad, and was active in his sons' lives - volunteering in the Boy Scouts of America, Walton Football Touchdown Club, Princeton Football Association, Lacrosse and basketball sideline score keeper and whatever else they needed. He lived for his family and helped build memories for his family that will last a lifetime - trips to Alaska, the Tetons, Yellowstone, Hawaii, white water rafting and zip lining, tropical vacations and ski trips. Angel spent a lot of time trying to keep up with the boys. He and his wife, Angel, loved to travel, and made trips to Eastern Europe, Italy, and all throughout the Caribbean islands and the United States. He and his sons, Christian and Liam, helped convert Angel to be a big fan of adventure, football, basketball and Lacrosse and they made countless trips as a family to lacrosse tournaments across the country and football games in Princeton.

Casey, a lifelong learner, an experienced motorcyclist and a grill aficionado, was larger than life. On any given weekend, he would throw on a Hawaiian shirt and apron, host friends for barbecues and introduce them to good whiskey. He was known for his generosity and genuine interest in peoples' lives, making friends everywhere he went and making people feel important to him. He could be tough and direct but he was always honest. He was a deeply spiritual man without being religious, he was a man of great curiosity and he was a driving force in so many people's lives. It only took meeting him one time to remember him for a lifetime. He will be missed.

Casey, "May the road rise up to meet you.

May the wind be always at your back.

May the sun shine warm upon your face;

the rains fall soft upon your fields and until we meet again,

may God hold you in the palm of His hand."(Irish blessing)




Beau H. Davis, CFP®, CIMA® Photo Beau H. Davis, CFP®, CIMA® Hover Photo

Beau H. Davis, CFP®, CIMA®

Senior Partner | Wealth Advisor
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Beau H. Davis, CFP®, CIMA®

Senior partner | wealth advisor

Beau is an Atlanta native that attended the University of Georgia where he earned a business degree in Risk Management and Insurance.  He has over 25 years of experience as a financial advisor helping clients and their families make objective decisions when it matters most- planning for retirement, paying for college, passing assets on to the next generation and more. 

 The financial crisis of 2008 was a turning point in Beau’s career.  The crisis led Beau to look at independent custodians like Charles Schwab that were not impacted by the financial crisis and only worked with Registered Investment Advisors (RIAs).   RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interest.   Beau believes that the independent RIA platform provides him and his clients with the most flexibility to look for the best long-term solutions by creating a transparent, fee-only wealth management program.   

 Beau is a CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as a Certified Investment Management Analyst (CIMA®)

 Beau lives in Atlanta with his wife Shawn and their two teenage kids, Hunter (16) and Holland (14).  When he is not working or attending one of his kids sporting events you are likely to find him on a pond or north Georgia river fishing!


CFP® – HELD TO A FIDUCIARY STANDARD OF CARE AND EXCELLENCE

The Certified Financial PlannerTM (CFP®) certification recognizes only those individuals who have met rigorous professional standards and have agreed to adhere to the principals of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

CIMA® – A NEW STANDARD FOR INVESTMENT ADVICE

Certified Investment Management Analyst (CIMA®) professionals apply state of the art investment theory and integrate a complex body of knowledge systematically and ethically to assist clients in making prudent investment decisions.  Beau earned the CIMA® designation after extensive graduate-level coursework at The Wharton School of the University of Pennsylvania. 


Mitch Smith, CFP®, CIMA® Photo Mitch Smith, CFP®, CIMA® Hover Photo

Mitch Smith, CFP®, CIMA®

Senior Partner | Wealth Advisor
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Mitch Smith, CFP®, CIMA®

Senior Partner | wealth advisor


As a wealth advisor, Mitch listens to gain a deep understanding of each client’s values and goals. He then seeks to organize, simplify and guide them to financial independence.

An Athens native, Mitch attended the University of Georgia where he earned a degree in risk management and insurance. He has over 20 years experience in the financial services industry, with much of that time focused on alternative investments. 

 Mitch is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst (CIMA®) and has successfully passed the following industry examinations: Series 6, Series 7, Series 63 and Series 65. He is also licensed in life, health, disability and long-term care insurance.  

 Mitch lives in Milton with his wife, Chris, and their three children. They attend the Parish Anglican Church and enjoy reading, hiking, swimming and cooking out. A third generation Georgia Bulldog, he is also a huge fan of college football.

The Certified Financial PlannerTM (CFP®) certification recognizes individuals who have met rigorous professional standards and have agreed to adhere to the principals of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The CFP® certification requires extensive initial and ongoing education in investment planning, retirement planning, liability management, estate planning, and insurance and risk planning. Credential holders must also abide by the CFP Board's Code of Ethics and Professional Responsibility, including the requirement to act in each client's best interest.

 Certified Investment Management Analyst (CIMA®) professionals apply state of the art investment theory and integrate a complex body of knowledge systematically and ethically to assist clients in making prudent investment decisions. Mitch earned the CIMA® designation after extensive graduate-level coursework at The Chicago Booth School of Business. The CIMA® certification signifies that an individual has met initial and ongoing experience, ethics, education, and examination requirements for investment management consulting, including advanced investment management theory and application. 

Check the background of this firm on FINRA's BrokerCheck.


Richard Poore Photo Richard Poore Hover Photo

Richard Poore

Senior Partner | Wealth Advisor
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Richard Poore

Senior partner | wealth advisor


Richard is a wealth advisor with BlueChip Wealth Advisors and enjoys the responsibility of helping clients map out their financial futures. His day-to-day responsibilities include conducting retirement income plans, portfolio reviews and comprehensive financial planning with issues ranging from retirement, college, insurance and basic estate planning.

Richard graduated from Elon University and earned a BBA in finance from the University of Kentucky. A lifelong learner, he is also licensed in Series 6, 63, 66, 7, 8 and 24, as well as Life Insurance and Annuity.

Outside of work, Richard enjoys spending time with family, traveling, golfing and cheering on his children’s sports from the sidelines.

Check the background of this firm on FINRA's BrokerCheck.

Scott Brandenburg, CFP® Photo Scott Brandenburg, CFP® Hover Photo

Scott Brandenburg, CFP®

Financial Advisor
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Scott Brandenburg, CFP®

financial advisor


Scott has been providing investment advice for over 30 years.

Born and raised in Atlanta, Georgia, he attended the Georgia Institute of Technology, on a Navy ROTC Scholarship, earning a bachelor of science degree in management in 1976. Upon receiving his B.S. degree, Mr. Brandenburg was also commissioned as a Supply Officer in the U.S. Navy. In 1990, Mr. Brandenburg was conferred the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation by the CFP Board of Standards & Practices, from the College for Financial Planning in Denver, Colorado. Scott works with high-net-worth individuals, families and small to medium-sized businesses, to develop, implement and monitor their financial plans and investment assets. He has been active in his community and his profession and is a past president of the Georgia Chapter of the Financial Planning Association (formerly known as the International Association for Financial Planning).

Check the background of this firm on FINRA's BrokerCheck.

Jessica Vickery, FPQP™ Photo Jessica Vickery, FPQP™ Hover Photo

Jessica Vickery, FPQP™

Senior Planning Associate | Chief Compliance Officer
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Jessica Vickery, FPQP™

senior planning associate | chief compliance officer


Within her role at BlueChip, Jessica takes pride in working directly with clients, conducting compliance reviews, training employees and vendor management. She believes that successful financial planning requires a certain “recipe” that calls for the desire to help others, along with a mixture of compassion, financial aptitude, organization and technology. Jessica possesses each of those skills and feels a duty to utilize them when helping others.

In 2002, Jessica began her career in the banking industry while simultaneously working her way through college. She graduated from Kennesaw State University with a bachelor’s degree in finance in 2006 and went on to utilize her education by joining Ashworth Sullivan Wealth Advisors in 2011. Jessica holds Series 6, 7, 63, 65 and 24 licenses and also received the Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning.

Outside of the office, Jessica enjoys sharing meals with family and friends and going to outdoor concerts. She also can be found working on house projects or spending time with her two cats, Charlie and Josie.

Check the background of this firm on FINRA's BrokerCheck.

Kenzie Cronic Photo Kenzie Cronic Hover Photo

Kenzie Cronic

Planning Associate | Marketing Associate
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Kenzie Cronic

planning associate | marketing associate

Kenzie joined the BlueChip team in May of 2020. She graduated from the University of North Georgia with a Bachelor of Administration degree in Finance through the Mike Cottrell College of Business.

The financial services industry has been a big part of most of Kenzie’s life, as many of her family members and close friends have careers in financial services. She intends to further her career by obtaining her licenses and certifications.  In college, she was a Kappa Delta where she was a member of their budget committee, and assisted in running events to help raise money for organizations such as Girl Scouts of America and No One Alone.

Outside of work, Kenzie is a huge Marvel fan and loves to see movies with her family. She also enjoys rock climbing, reading and spending time with her friends and cat, Percy.

Vanessa Patterson Photo Vanessa Patterson Hover Photo

Vanessa Patterson

Senior Planning Associate
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Vanessa Patterson

senior planning associate

Vanessa Patterson joined BlueChip Wealth Advisors in May of 2021 as a Financial Planning Associate. After graduating with a bachelor’s degree in finance and management from the Darla Moore School of Business at the University of South Carolina in 2000, she began her career with a hedge fund based in New York City before moving to Atlanta in 2002 where she has resided ever since. She brings 15+ years of experience in operations, sales, and analysis from the brokerage, retail banking, and real estate industries to the team. She has worked with large corporations such as Wachovia Bank and Securities, American Express, Keller Williams, and Coldwell Banker, as well as smaller firms, bringing a vast skill set to BlueChip Wealth advisors where she aims to become another asset to the company. Vanessa is extremely passionate about proactively planning for the future and believes consistency, competency, open communication, and solid relationships are all key elements in assisting clients in attaining their financial goals.

Away from the office, Vanessa enjoys spending time with her 3 children, playing tennis, taking Barre classes, and spending as much time outdoors as possible. She is also an avid cook, enthusiastic traveler, and amateur photographer.


Sharon Jones Photo Sharon Jones Hover Photo

Sharon Jones

Compliance Consultant
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Sharon Jones

compliance consultant


Sharon Jones joined Ashworth Sullivan Wealth Advisors in 2020 as a Compliance Consultant.  Sharon has over 22 years of financial services experience in FINRA, SEC, and MSRB compliance.  During her tenure in the financial services industry, Sharon has worked for various broker/dealers in roles such as CCO, FINOP, Options Principal, & Municipal and Investment Banking roles.  Sharon also has valuable experience with regulators by working for the FINRA Atlanta Office where she conducted routine examinations on broker-dealers, and acted as a liaison between FINRA and broker-dealers by assisting them in compliance rules and regulations.  For the last 15 years, Sharon has been servicing broker/dealers and Registered Investment Advisors in helping them with the design and implementation of their compliance and supervisory programs.  While in these roles, she assisted firms with their procedures, processes, operational controls and prepared them for routine examinations and assisted with regulatory inquiries. Sharon’s passion is to really help broker/dealers and investment advisors understand regulations and design processes and controls to ensure compliance.  She enjoys spending time with each person in the Firm to ensure they understand their roles and responsibilities and what is required from a compliance perspective.  

 

Sharon graduated from Georgia Southern University with a degree in Business Administration with an emphasis on Investment & Commercial Banking.  She resides in Suwanee, Georgia with her husband, two kids, dog named Magic and three cats. In her spare time, she enjoys running, CrossFit, playing tennis and spending time with her kids. 

Sharon Jones and Triad Advisors are not affiliated.

Exceptional Service Alpharetta, GA Blue Chip Wealth AdvisorsExceptional Service

The size of our firm allows us to establish trust by demonstrating empathy, sensitivity and commitment to your well-being. We develop personalized relationships to ensure there’s a good fit for our partnership in the long run. We strive for exceptionalism in client service.

Professionalism Alpharetta, GA Blue Chip Wealth AdvisorsProfessionalism

To be a professional, our team members must be competent, trustworthy, dependable and grow through continuous learning and engagement with others in our profession. Many of our advisors have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and we proudly hold ourselves to its high standards of competency and ethics.

Collaboration Alpharetta, GA Blue Chip Wealth AdvisorsCollaboration

We believe it is vital to listen and communicate clearly so we can provide effective guidance and present technical information that is relevant and meaningful for our clients.

blue-chip

/ˌblo͞oˈCHip/

of the highest quality.

The Story of BlueChip  

Since 2007 we have built our reputation and focused our efforts on becoming one of the premier, ‘blue chip’ wealth advisory firms in the southeast.

Chosen not only because it embraces the competencies of all of our professionals but as a tribute to family and clients who have served our country.  Michael Ashworth, USMC, Lt. Col. Retired, served in the Vietnam War, flying over 300 missions in a single man, A4 Skyhawk.  While in Vietnam he earned the Navy’s Distinguished Flying Cross and was given the call sign ‘Blue Chip’.   He was a later an instructor at the famous Top Gun school for Navy Fighter pilots in California.  BlueChip represents professionalism, competency, trustworthiness, a calm demeanor in stressful times, precise decision making, and a willingness to fly into the face of conventional wisdom.  Michael Ashworth passed away July 2020 at the age of 76.

Personalized Strategies Built For

Partnering With You to Address
Your Entire Financial Picture

As a business owner or an individual of high-net-worth, you’ve worked hard to earn your wealth. As such, you may have found that managing your wealth has become a burden you’d like to delegate. We’re dedicated to providing active management and advice on how to address your wealth and invest with confidence.

Through wealth management and fiduciary consulting, we’re dedicated to providing services that address your needs first. Our team works in your best interest and is focused on developing solutions that benefit both you and your loved ones.

We serve individuals and businesses in all areas of wealth management, including:


Learn More About Getting Started

Contact Us

What It’s Like Working With
BlueChip Wealth Advisors

As a unique individual, your financial plan should address your unique situation. We listen to you and strive to understand your concerns and relate to your experiences. We’re dedicated to the success of you and your family and strive to increase your return on life not just instead of only those of your investments.


  • What to Expect From Our Partnership


  • step one

    Establish Relationship

    The first meeting is where we get to know each other. We’ll discuss your goals and expectations, our firm and our capabilities. We want to make sure we’re a good match for each other and discuss what services may be appropriate for you.

  • step two

    Gather Information

    This is an in-depth meeting where we gather the details of your financial picture to begin assembling the package of financial services we discussed in the initial meeting. We’ll discuss your goals on a deeper level, learn about your family, risk tolerance, wants and needs.

  • step three

    Analyze

    Next, we evaluate your financial information and create a strategy to best aid you in achieving your goals. This could be as simple as an updated investment proposal or as complex as a comprehensive financial plan addressing cash flow, insurance, taxes, estate, retirement and investments.

  • step four

    Prepare and Recommend Solutions

    Once the financial analysis and plan are complete, you and your financial advisor will meet to discuss and agree on an implementation plan and timeline.

  • step five

    Implement and Monitor

    As a client of BlueChip, we’ll work with you to implement and monitor your plan and investment portfolio. We make recommendations for adjusting your wealth management plan should your situation change, ensuring that it continually supports your goals and lifestyle.


Take the First Step Towards Protecting and Growing Your Wealth

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How We Help

Check out the video below to see how working with a Financial Advisor at BCWA can help you stay organized in your life.

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Let’s Build a Meaningful Partnership

Located in Alpharetta, Georgia, we work with clients throughout North Georgia and the Southeast. We’re happy to work with you in person, over the phone or virtually, depending on your preference. Give us a call or fill out the form below to begin our conversation today.

BlueChip Wealth Advisors

12655 Birmingham Hwy, Suite 201
Milton, GA 30004


Contact

Phone: 770-771-5812
Fax: 770-771-5885
Email: info@bcwealthadvisors.com


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