Partnership represents firm’s latest expansion effort across New England and the Mid-Atlantic region
FAIRFIELD, CT, September 29, 2026 – Moneco Advisors today announced it has partnered with Blue Chip Financial, a Stamford, CT-based wealth management firm serving individuals, families, and business owners. Through this partnership, Steven Katz, Founder and CEO of Blue Chip Financial, will join Moneco as a partner and continue to serve his clients from Blue Chip’s Stamford, CT offices.
“Steven and his team at Blue Chip have built a very strong offering and a client-oriented culture that is highly complementary to our own,” said Charlie Rocco, Managing Partner and CEO of Moneco Advisors. “We are committed to continually expanding our services to meet the evolving and complex needs of our clients, and we’re excited about bringing the strengths of our combined teams and services to bear for our clients.”
“Charlie and I have known each other for a long time, and it was that relationship and the firm’s partnership model that ultimately drew me to Moneco,” said Steven Katz, Founder and CEO of Blue Chip Financial. “With the resources of a larger firm like Moneco handling the operational duties, I am freed up to focus more time on serving my clients. And as a partner at Moneco, I still have a real say in the mission, vision, and values of the firm my clients are joining.”
This latest partnership represents Moneco’s fifth strategic integration since December 2025, which includes the following:
- Blue Chip Financial
- CFO Capital Management
- Complete Financial Planning, Inc.
- David J. Karachuk, CFA®, CFP®
- Lichtenstein Financial and Lichtenstein Tax Consultants
Together, these partnerships have brought more than $500 million in client assets to Moneco since December 2025.
Moneco offers a unique partner ownership model that provides advisors with the security and support they need to maximize the value of their practices, as well as their ownership stake in the firm today and into the future. The model continues to serve as both a competitive differentiator and a statement of values – one built around shared accountability, a unified client-first mission, and a culture where advisors are genuinely invested in one another’s success.
These partnerships demonstrate Moneco’s ongoing commitment to building a genuine community of like-minded, yet independent advisors, and its goal of establishing the firm as one of the leading comprehensive wealth managers in New England and the Mid-Atlantic region.
About Blue Chip Financial
Blue Chip Financial is dedicated to providing strategic wealth planning and management to individuals, families, and business owners. The firm takes pride in the long-term relationships it has established based on honesty, trust, and its dedication to the highest level of client service. This includes professionally supporting, educating, and providing direction – as well as collaborating with professionals from other fields to best serve its clients’ needs, goals, and values.
About Moneco Advisors
Founded in 1980, Moneco Advisors is an independent registered investment advisory firm providing integrated financial planning, investment management, tax, and business advisory services to individuals, families, and business owners. The firm oversees more than $3 billion in total client and brokerage assets and operates across seven offices throughout New England and the New York City metropolitan area. Moneco is built on a partnership model that aligns its 25 partners around a shared mission: to place clients first, always. The firm employs more than 75 professionals, including over 40 advisors, and continues to grow across the Northeast by welcoming teams that share its commitment to planning excellence, collaborative service delivery, and enduring client relationships.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Moneco Advisors, LLC, a registered investment advisor and separate entity from LPL Financial. Please be advised that trades cannot be accepted via email or voicemail. Assets held away from LPL Financial are not covered under LPL Financial SIPC coverage.