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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At Schlipman Wealth Advisors, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Schlipman Wealth Advisors we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Wealth Management

Our disciplined investment management process is driven by our team of research analysts and our Investment Committee. These professionals provide you with the information you need to understand why we make investment decisions that are in the best interest for your portfolio.
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Risk Management

With life, long-term care and disability coverage, our insurance specialists help you identify risks and appropriate coverage for your financial situation. Learn more

Tax Planning

We have a team of in-house CPA’s that offer tax planning services and tips on how you can save money.
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Financial Planning

Through our team of financial planning professionals, your financial plan will always remain up-to-date and relevant to your unique goals and objectives. Learn more

Estate Planning

Our team will help you develop and establish an estate plan, so you’ll know how your assets will be distributed. Learn more

Personalized Wealth Management

Schlipman Wealth Advisors mission is To inspire our clients to achieve True Wealth by making informed decisions through communication and service that exceeds their expectations.

We are a wealth management firm in Quincy, IL serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Schlipman Wealth Advisors help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Partners

Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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Our Locations

Headquartered in Quincy, Illinois, Schlipman Wealth Advisors is dedicated to providing you with the highest level of service and delivering trust, transparency and accountability. Contact us today and experience the difference.

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Insights

Schlipman Wealth Advisors’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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