Mark Schlipman
Financial Advisor, Author, Savings Expert
Mark Schlipman is a Managing Partner and Wealth Advisor at Carson Wealth and the founder of Schlipman Wealth Advisors, a firm that built a trusted presence serving clients across Kansas, Missouri, and Illinois. Carson Wealth is part of the Carson Partners network, which supports more than 135 partner offices and over 350 advisors nationwide.
With more than 27 years of experience, Mark is an Accredited Investment Fiduciary Professional (AIF®) and Certified Exit Planning Advisor (CEPA). He is known for a client-first approach grounded in long-term relationships and disciplined decision-making.
Mark is also a co-author of the best-selling personal finance book The Simple Road Toward Financial Freedom, written to address the growing gap in financial literacy among young adults. Through the book and his speaking, he focuses on practical, actionable guidance that helps individuals build confidence, improve financial habits, and create long-term stability.
He currently serves on the Board of Directors of the Eisenhower Foundation in Kansas and supports several charitable organizations, including St. Jude, Cancer for College, Moving Works, the KU Williams Foundation, and local high school programs.