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

SOLD OUT! 8.29.25 Glow Golf Benefit at Little Mountain Country Club

Friday, August 29, 2025

Get ready for an unforgettable summer evening filled with fun, friends, and a little friendly competition at Little Mountain Country Club! Join us for an exciting round of Glow in the Dark Golf, kicked off with dinner and drinks. Whether you’re a pro or a beginner, it’s all about having a great time as we hit glowing golf balls under the night sky. Proceeds will be donated to the New Beginning Initiative. 

OUTING FORMAT

  • (7) hole 4-person scramble
  • Dinner: 7:30 – 8:30 PM
  • Shot Gun starts at 8:45 PM
  • Wrap-Up and Desserts at 11:00 PM

COST – $90 per person or $350 per foursome

Carver Cares Partner – The New Beginning Initiative

Raymond James is not affiliated with the New Beginning Initiative or Carver Cares Charities.

Sponsorship Opportunities

 

7.25.25 36th Annual Client Appreciation Event

Friday, July 25th 2025

36th Annual Client Appreciation Lake County Captains Game – Clients Only

36th Annual Client Appreciation Event |  Friday, July 25th, 2025.

The game is at 7:00 PM vs. the Lansing Lugnuts. 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 24th. 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 16th.

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. 

7.19.25 Empty the Kennels Adoption Event with Lake Humane Society

Saturday, July 19, 2025

Join us for the “Empty the Kennels” Adoption Event in partnership with the Lake Humane Society!

Carver Financial Services is excited to partner with the Lake Humane Society for the Empty the Kennels adoption event this summer! This is your chance to meet wonderful dogs and cats that are looking for their forever homes.

Come meet the adorable and loving dogs and cats available for adoption! and Our team will be there to help match you with your perfect companion. Enjoy delicious treats from the Freaky Fruits on-site food truck! Grab a refreshing bite and hang out while you find your new furry friend.

Carver Financial Services is proud to give back to the community by helping bring more awareness to the importance of adoption. Help us give these sweet pets a second chance of having a forever home.

Please feel free to bring your family & friends!

Event Flyer

Date: Saturday, July 19th
Time: 10:00 AM – 12:00 PM
Location: Carver Financial Services Parking Lot – 7473 Center Street Mentor, OH 44060

 

 

Carver Financial Services named to Forbes’ 2025 Best-In-State List of Top Wealth Management Teams

January 10, 2025 – Carver Financial Services is honored to announce its inclusion in Forbes’ 2025 “Best-In-State Wealth Management Teams” list for Ohio. This prestigious recognition underscores the firm’s unwavering commitment to delivering exceptional financial advisory services and personalized client solutions. Carver Financial Services ranked #4 out of 179 in Ohio.

Forbes, in collaboration with SHOOK Research, evaluates wealth management teams across the nation based on a comprehensive set of criteria, including industry experience, revenue trends, assets under management, compliance records, and best practices in client service. The 2025 ranking reflects data from the period of March 31, 2023, to March 31, 2024.

Carver Financial Services, founded by Randy Carver, CRPC®, CDFA®, has consistently demonstrated excellence in the financial services industry. The firm’s dedication to helping clients achieve their personal vision through individualized planning and a team-based approach has been a cornerstone of its success.

“We are deeply honored to be recognized by Forbes as the fourth top wealth management team in Ohio,” said Randy Carver. “This accolade is a testament to the hard work and dedication of our entire team, as well as the trust and loyalty of our clients. We remain committed to providing personalized financial strategies that align with our clients’ unique goals and aspirations.”

Carver Financial Services has a rich history of accolades, including previous rankings in Forbes’ Best-In-State Wealth Management Teams. 

The 2025 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 3/31/2023 to 3/31/2024 and was released on 01/09/2025. 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 11,674 team nominations, 5,331 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. 

5.15.25 Meet. Mix. Mingle

Thursday, May 15th –  Meet, Mix & Mingle

You’re invited to a special event exclusively for Carver clients—a chance to connect, share, and build meaningful relationships. Whether you’re seeking friendship, companionship, or something more, this relaxed and welcoming gathering is the perfect place to meet like-minded individuals.

Enjoy an evening of engaging conversations, laughter, and great music, with a live DJ setting the tone for a vibrant and memorable experience.

Savor delicious appetizers and refreshing cocktails as you mix and mingle! This is a wonderful opportunity to broaden your social circle and perhaps connect with someone special.

When: Thursday, May 15th from 7:00 – 10:00 pm

Where: Tall Oaks | 9199 Chillicothe Rd. Kirtland, OH 44094

Feel free to include a song request for the DJ when you RSVP!

To register, or if you have questions, please contact us at carverfinancialservices@raymondjames.com or by calling 440-974-0808. 

Kindly RSVP by May 5th to help us ensure your comfort and enjoyment.

Election Insights with Peter Lefkin

As the 2024 U.S. Presidential and Congressional Elections approach, many Americans are already speculating about the big day on November 5th. To give an insider perspective on what to expect, we’re thrilled to present an exclusive update with Peter Lefkin, the seasoned Senior Vice President and head of the Washington, DC Government and External Affairs Office for Allianz SE.

Randy Carver Ranked #20 Among Barron’s 2024 Top 100 Independent Financial Advisors

October 1, 2024 – Carver Financial Services is proud to announce that founder Randy Carver has been ranked number 20 on Barron’s prestigious list of the Top 100 Independent Advisors for 2024. This recognition highlights Randy’s unwavering commitment to excellence in financial advisory services and his dedication to helping clients achieve their financial goals.

Barron’s annual list honors advisors who demonstrate exceptional performance, innovative strategies, and a client-first approach. Randy Carver’s deep industry knowledge and personalized financial planning techniques have set him apart in a highly competitive field.

“I am truly honored to be recognized among such a talented group of independent advisors,” said Randy Carver. “This achievement is a testament to our team’s hard work and dedication to providing our clients with the best possible guidance and support.”

Under Randy’s leadership, Carver Financial Services has consistently focused on holistic financial planning, investment management, and wealth preservation. His innovative strategies and commitment to transparency have earned him a loyal client base and a reputation for integrity in the industry.

The ranking reflects Randy’s ability to navigate complex financial landscapes and his success in adapting to changing market conditions, ensuring that clients’ needs are always prioritized.

Randy Carver and his team continue to strive for excellence, empowering clients with the knowledge and tools they need to secure their financial futures. This recognition from Barron’s underscores their commitment to delivering exceptional service and results.

For more information about Randy Carver and Carver Financial Services, please visit www.carverfinancialservices.com or contact us at (440) 974-0808.

For the full award, visit 2024 Top 100 Independent Advisors by Barron’s (barrons.com).

About Carver Financial Services
Carver Financial Services is a leading financial advisory firm dedicated to providing comprehensive wealth management solutions. With a focus on personalized service, the firm offers tailored financial planning, investment management, and retirement strategies to help clients navigate their financial journeys.

Barron’s Top 100 Independent Advisors, 2024. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings as of 9/16/2024 are based on data provided by 579 applications and include qualitative and quantitative criteria. Time period upon which the rating is based is from 6/30/2023 to 6/30/2024, and was released on 9/16/2024. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor team’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for obtaining this award/rating. Compensation provided for using the rating. Barron’s is not affiliated with Raymond James.