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Schlipman Wealth

EST. AUM
$500,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website carsonwealth.com
Client types

Overview

Schlipman Wealth is a premier wealth management practice headquartered in Quincy, Illinois, with satellite offices in Lake Ozark, MO, and Overland Park, KS. In January 2026, Carson Group—a leading national wealth firm with over $55 billion in assets—fully acquired Schlipman Wealth, transitioning it from a partner firm to a wholly owned Carson Wealth office. Led by Mark Schlipman, the firm provides proactive, goal-based planning for high-net-worth families and business owners, emphasizing transparent fees and a "Planning-First" approach designed to navigate the full arc of a client's life.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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