History of our firm
In 1990, Randy Carver founded Carver Financial Services in Mentor, Ohio. The firm was established with the vision of making people’s lives better – our clients, our community and our team. The goal was to provide independent Personal Vision Planning® for individuals, institutions and other entities. Securities were offered through Investment Management & Research, which is now known as Raymond James Financial Services Inc. (RJFS). This partnership has continued since.
Carver Financial Services moved to its present location in 1995. The firm started with just Randy and one assistant and has since grown to a team of 18. Learn more about the team >