Warning: Illegal string offset 'ctl_story_date' in /home/customer/www/cfs.pdwxwebdev.com/public_html/wp-content/plugins/cool-timeline/includes/ctl-helper-functions.php on line 52
Warning: Illegal string offset 'ctl_story_date' in /home/customer/www/cfs.pdwxwebdev.com/public_html/wp-content/plugins/cool-timeline/includes/ctl-helper-functions.php on line 52
Warning: Illegal string offset 'ctl_story_date' in /home/customer/www/cfs.pdwxwebdev.com/public_html/wp-content/plugins/cool-timeline/includes/ctl-helper-functions.php on line 52
Warning: Illegal string offset 'ctl_story_date' in /home/customer/www/cfs.pdwxwebdev.com/public_html/wp-content/plugins/cool-timeline/includes/ctl-helper-functions.php on line 52
Warning: Illegal string offset 'ctl_story_date' in /home/customer/www/cfs.pdwxwebdev.com/public_html/wp-content/plugins/cool-timeline/includes/ctl-helper-functions.php on line 52
Warning: Illegal string offset 'ctl_story_date' in /home/customer/www/cfs.pdwxwebdev.com/public_html/wp-content/plugins/cool-timeline/includes/ctl-helper-functions.php on line 52
Warning: Illegal string offset 'ctl_story_date' in /home/customer/www/cfs.pdwxwebdev.com/public_html/wp-content/plugins/cool-timeline/includes/ctl-helper-functions.php on line 52
Warning: Illegal string offset 'ctl_story_date' in /home/customer/www/cfs.pdwxwebdev.com/public_html/wp-content/plugins/cool-timeline/includes/ctl-helper-functions.php on line 52
Warning: Illegal string offset 'ctl_story_date' in /home/customer/www/cfs.pdwxwebdev.com/public_html/wp-content/plugins/cool-timeline/includes/ctl-helper-functions.php on line 52
Warning: Illegal string offset 'ctl_story_date' in /home/customer/www/cfs.pdwxwebdev.com/public_html/wp-content/plugins/cool-timeline/includes/ctl-helper-functions.php on line 52
Our History
We let your long-term goals lead the way.
Randy Carver Founded Our Firm in 1990.
His primary goal? Help people achieve their personal vision. Over three decades, this guiding principle has shaped everything we do for our clients, our team, and our community.
We offer comprehensive wealth management services that are tailored to meet individual and institutional needs. We also provide securities and other resources through our relationship with Raymond James Financial Services Inc. (RJFS).
Our Milestones
Discover the key events and places that have fueled our growth.
Timeline
Carver Financial Opens
Carver Financial Services, Inc. is founded by Randy Carver, with one team member and a small office on Mentor Avenue.
Assets: $85.86 Million | Team Members: 6
Carver Financial purchases a building in Mentor’s historic district and moves its office to 7473 Center Street.
Assets: $293 Million | Team Members: 11
A large addition is added to the back of the building on Center Street, including a new entrance and lobby.
Assets: $838 Million | Team Members: 15
The original building up near Center Street is torn down to make way for a new 7,500 square foot expansion, which adds much needed office and meeting space.
Assets: $1.65 Billion | Team Members: 23
A 10,000 square foot addition is added to the rear of the property, doubling the size of the building and adding a stunning two-story lobby to welcome clients and guests.
Randy’s Story
Our founder shares the incredible journey that motivated his life’s work of helping others realize their personal goals.
Read More
