October 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.