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Carver Financial Services

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  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Philanthropy
    • About Raymond James
  • Resources
    • Our Videos
    • Randy’s Blog
    • Raymond James Resources
    • Carver University
      • Required Minimum Distribution (RMD)
      • Paying Off Student Loans
      • Retirement Resources
      • Why Insurance and Estate Planning Matter
      • The Power of Starting Young
      • Index Funds vs. Individual Stocks: Why Boring Wins
    • Client Access Videos
    • Client Communications
    • Seminar Material
    • Carver Financial ROKU® Channel
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    • FAQs
  • Experiences
    • Our Events
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Randy Carver Ranked #20 Among Barron’s 2024 Top 100 Independent Financial Advisors

Randy Carver Ranked in the Top 100 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.

Category: Awards

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7473 Center St.
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(Please click here for award criteria & disclosures.)

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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