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440.974.0808

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Carver Financial Services

Helping you achieve your personal vision based upon your individual needs, goals and risk tolerance.

  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Philanthropy
    • About Raymond James
  • Resources
    • Our Videos
    • Client Communications
    • Randy’s Blog
    • Carver in the News
    • Carver Financial ROKU® Channel
    • Seminar Material
    • Client Access Videos
    • FAQs
    • Carver Merch Store
  • Experiences
    • Our Events
    • Client Getaways
  • Contact Us
  • Client Login
  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Philanthropy
    • About Raymond James
  • Resources
    • Our Videos
    • Client Communications
    • Randy’s Blog
    • Carver in the News
    • Carver Financial ROKU® Channel
    • Seminar Material
    • Client Access Videos
    • FAQs
    • Carver Merch Store
  • Experiences
    • Our Events
    • Client Getaways
  • Contact Us
  • Client Login
 
Carver Financial's first office on Mentor Avenue

 

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.


1990

Carver Financial Opens

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

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

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

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

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

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.
Randy Carver
 

Randy’s Story


Our founder shares the incredible journey that motivated his life’s work of helping others realize their personal goals.

Read More
 
 

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Let’s Get Started


We’re ready to help you achieve your vision. Contact our team today.

Contact us

OUR APPROACH
ABOUT US
RESOURCES
EXPERIENCES

CONTACT US

OUR OFFICES
7473 Center St.
Mentor, OH 44060
Phone: 440.974.0808
Toll-Free: 800.627.7279
Email: carverfinancialservices@ raymondjames.com

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Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors Inc. and Carver Financial Services Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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