Our History
We let your long-term goals lead the way.
Randy Carver Founded Our Firm in 1990.
His primary goal? Help people achieve their personal vision. His motto throughout the years has been: “Simplify your life-enhance your lifestyle.”
Over three decades, this guiding principle has shaped everything we do for our clients, our team, and our community.
Carver Financial offers comprehensive wealth management services that are tailored to meet individual and institutional needs. We also provide securities and other resources through our relationship with Raymond James Financial Services, Inc. (RJFS).
Our Milestones
Discover the key events and places that have fueled our growth.
Carver Financial Services, Inc. is founded by Randy Carver, with one team member and a small office on Mentor Avenue.
Carver Financial purchases a building in Mentor’s historic district and moves our office to 7473 Center Street.
A large addition is added to the back of the building on Center Street, including a new entrance and lobby.
The original building up near Center Street is torn down to make way for a new 7,500 square foot expansion,…Read More
A 10,000 square foot addition is added to the rear of the property, doubling the size of the building and…Read More
Technology and Conference Space were updated and a video studio was added. Assets reached a new landmark at more than…Read More
Achieving a new milestone in November of 2024, reaching $3 Billion in client assets, and growing the team to 28,…Read More
Randy’s Story
Our founder shares the incredible journey that motivated his life’s work of helping others realize their personal goals.
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