Our History

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We let your long-term goals lead the way.

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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).

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Our Milestones

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Discover the key events and places that have fueled our growth.

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1990

Carver Financial Opens

Carver Financial Services, Inc. is founded by Randy Carver, with one team member and a small office on Mentor Avenue.

1995

Assets: $85.86 Million | Team Members: 6

Carver Financial purchases a building in Mentor’s historic district and moves our office to 7473 Center Street.

2001

Assets: $293 Million | Team Members: 11

A large addition is added to the back of the building on Center Street, including a new entrance and lobby.

2013

Assets: $838 Million | Team Members: 15

The original building up near Center Street is torn down to make way for a new 7,500 square foot expansion, which adds much needed office and meeting space.

2019

Assets: $1.65 Billion | Team Members: 23

A 10,000 square foot addition is added to the rear of the property, doubling the size of the building and adding a stunning two-story lobby to welcome clients and guests.

2021

Assets: $2.26 Billion I Team Members: 24

Technology and Conference Space were updated and a video studio was added. Assets reached a new landmark at more than $2.26 Billion and a new advanced training program was implemented.