Our Story

Schlipman Wealth Advisors has partnered with Carson Wealth whose founder, Ron Carson is a Barron’s Hall of Fame Inductee. We strive to service clients through holistic financial planning, disciplined investment strategies, and proactive personal service.


It all started after driving home from completing an extensive internship at a Law Firm. There, Mark Schlipman began his journey as an entrepreneur in financial services. He realized he wanted to help people by providing a holistic approach to their lives and not just in a time of legal conflict.
Since then, we’ve scaled our services by partnering with a nationally recognized financial planning and wealth management firm. Our advisors help families from all walks of life discover what true wealth means in their lives, together mapping a path forward to help them get there.

Barron’s Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

Our Approach

Effective Game Plan

Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.

Advice in Common Language

It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.

Straightforward Fees

You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.