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

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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.