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

7.31.26 37th Annual Client Appreciation Event

Friday, July 31, 2026

37th Annual Client Appreciation Lake County Captains Game – Clients Only

37th Annual Client Appreciation Event |  Friday, July 31st, 2026

The game is at 7:00 PM. Clients will have early entry beginning at 5:30 pm and will receive a food voucher and a T-shirt at the game.

Call us to reserve your tickets at (440) 974-0808 or email carverfinancialservices@raymondjames.com.

Tickets can be picked up between July 1st and July 30th. Any tickets not picked up at the office will be at the “CFS Will Call” table at the game.

Reservations must be made by July 17th.

End 68 Hours of Hunger Food Drive

We are excited to be having another food drive for End 68 Hours of Hunger at the Client Appreciation baseball game. The MOST NEEDED items are canned fruit, peanut butter, jelly (plastic containers only), and canned soup. 

Through this effort, we have been able to donate over 140,000 pounds of food over the years. We are excited to make it a successful event again this year. If you have any questions, please feel free to call the office at (440) 974-0808 or email carverfinancialservices@raymondjames.com.

This event is reserved for clients of Carver Financial Services. 

5.19.2026 Business Owners Strategic Summit

BOSS Event Exclusively for Business Owners – INVITATION ONLY

You’ve built something valuable—now it’s time to protect it, grow it, and position it on your terms.

The Business Owner Strategy Summit (BOSS) is an exclusive, invitation-only gathering for owners of privately held companies valued between $25M–$100M, created for leaders who want practical, sophisticated strategies—not generic advice.

On May 19th at Kirtland Country Club, you’ll join a highly curated group of peers and trusted experts for a closed-door conversation covering everything from raising capital and accelerating enterprise value, to reducing taxes and medical costs, optimizing personal and corporate cash flow, and even when—and how—it actually makes sense to fly private. This is a real-world strategy session focused on decisions that meaningfully impact your business, your balance sheet, and your lifestyle. If you want clarity, leverage, and optionality for the next chapter of your company and personal wealth, the Carver BOSS Event is where that conversation begins.

Speakers:

Randy Carver | Founder and President | Carver Financial Services | RJFS Registered Principal

Kenneth L. Grinder | Senior Managing Director | Head of Business Development, Investment Banking | Raymond James & Associates, Inc.

Laetitia M. Boyle | Director, Business Development| Raymond James Investment Banking

Chris Hennessey | Wealth Planning Consultant | Franklin Templeton

Erik Schumacher | Principal, Advisory and Tax Services | Rehmann

Tim Eippert | Chief Executive Officer | Stratus

Michael Trivisonno | Partner | Squire Patton Boggs

Neer Patel | Maple Health DPC

Details:

Date: Tuesday, May 19th

Time: Networking Breakfast 7:30 – 8:00 am / Presentations 8:00 – 3:30 pm

Location: Kirtland Country Club | 39438 Kirtland Rd, Willoughby, OH 44094

Breakfast and Lunch will be served. 

This is an invitation only event. 

Please RSVP to (440) 974-0808 or carverfinancialservices@raymondjames.com.

Carver Financial Services Named #2 Wealth Management Team in Ohio by Forbes for 2026

 

January 2026 — Carver Financial Services has been recognized by Forbes as one of the 2026 Best-In-State Wealth Management Teams, earning the #2 ranking in Ohio. This prestigious recognition highlights the firm’s commitment to delivering comprehensive, client-focused wealth management solutions and achieving outstanding results for individuals, families, and businesses across the state.

The Forbes Best-In-State Wealth Management Teams list identifies top advisory teams based on a rigorous evaluation process that considers factors such as best practices, client service models, assets under management, and team structure. Carver Financial Services’ #2 ranking underscores the firm’s dedication to fiduciary excellence, strategic planning, and long-term client relationships.

“This recognition from Forbes is a tremendous honor and a testament to the faith our clients place in us every day,” said Randy Carver, President and Founder of Carver Financial Services. “Our team is deeply committed to helping clients navigate complex financial decisions with clarity and confidence, and this ranking reflects the hard work and integrity of our entire organization.”

Carver Financial Services provides personalized wealth management, financial planning, investment management, and retirement strategies tailored to each client’s unique goals. The firm’s collaborative, team-based approach ensures clients benefit from diverse expertise and a disciplined, long-term perspective.

“This achievement motivates us to continue raising the bar,” Carver added. “We remain focused on delivering thoughtful advice, proactive guidance, and meaningful outcomes for the families and institutions we serve throughout Ohio.”

The Forbes 2026 Best-In-State Wealth Management Teams ranking further solidifies Carver Financial Services’ position as a leading wealth management firm in Ohio and a trusted partner for clients seeking comprehensive financial guidance.

About Carver Financial Services

Since 1990, Carver Financial Services has been helping clients around the corner and around the world enhance and maintain their standard of living while simplifying their lives. Our team works with clients to create wealth management solutions based upon their individual needs, goals and risk tolerance. We do not utilize model portfolios, packaged plans or proprietary investments. We utilize Personal Vision Planning® that offers solutions based on your personal goals and vision. Our vision is simply to make people’s lives better – our clients, our community, and our team. We seek to simplify your life while enhancing your lifestyle. As independent investment advisor representatives with nationally recognized expertise, we are well-positioned to serve you. For more information, visit carverfinancialservices.com

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

4.2.26 Why I Find You Irritating – Navigating Generational Friction

Are your friends, family, and colleagues in distinctly different age groups? Are you sometimes baffled or frustrated by their decisions and behaviors?  You are not alone! 

Our lives are filled with multiple generations, so you are likely to experience generational friction first­hand. Join organizational behavior expert Chris De Santis for a fun and informative evening presenting a fresh and provocative perspective on how we communicate across generations and traverse generational differences and similarities.

Chris De Santis is a world-leading organizational behavior practitioner, speaker, podcaster, and author, with over thirty-five years of experience working with clients in professional services firms both domestically and internationally. Over the past fifteen years, he has been invited to speak on generational issues in the workplace at hundreds of the leading U.S. law and accounting firms, as well as many of the major insurance and pharma companies. His new book is Why I Find You Irritating: Navigating Generational Friction at Work (Amplify Publishing, May 3, 2022) is a top-selling book on the topic of generational friction and communication.

Time:

Thursday, April 2nd, 2026 | 7:00 PM

Location:

Kirtland Country Club | 39438 Kirtland Rd, Willoughby, OH 44094

Reservations:

Space is limited. Reservations are required. Call our office at (440) 974-0808 or register online here.