Mentor, OH – Randy Carver, Registered Principal, and the President of Carver Financial Services Inc. was once again included on the Barron’s list of the “Top 100 Independent Wealth Advisors” in the country. This is second year in a row that Randy was named on the list.
“It’s a tremendous honor to be recognized as one of the top independent financial advisors in the country,” Caver said. “I’m proud to be in the company of such a distinguished group. While Barron’s has recognized me this really reflects on the quality of the team at Carver Financial Services Inc. without all of whom this would not be possible,” he commented.
Barron’s produced the listing of top advisors after weighing factors such as client assets under management, philanthropic work, compliance record and the overall quality of their practices. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports*. There are more than 450,000 licensed financial advisors in the United States so being named one of the top 100 independent advisors is a notable recognition. Sterling Shea, the head of Advisory Programs at Barron’s commented “The advisors included in this group represent teams with extraordinary talent, expertise, and passion for helping clients to achieve better financial outcomes.”
“Congratulations to Randy Carver on being recognized as one of the very best independent advisors in the nation,” said Scott Curtis, President of Raymond James Financial Services. “Being named to Barron’s list is a testament to Randy’s longstanding commitment to putting his clients’ interests first and helping them achieve their financial objectives.”
Carver Financial Services Inc. was recognized on September 20th by Case Western University as a 2017 Weatherhead 100 company stating “this is a true testament to the hard work and dedication of you and your company”. The Weatherhead companies are recognized for their percent of revenue growth over the past five years.
Randy and his team at Carver Financial Services Inc. manage more than $1.2 billion in client assets, and focus on retirement income planning. Carver Financial Services Inc. is located at 7473 Center St. in Mentor Ohio and can be found on the web at www.carverfinancialservices.com
For more information contact Randy Carver – firstname.lastname@example.org or (440) 974-0808
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.
*Source: Barron’s “Top 100 Financial Advisors,” 2017. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial 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. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered with FINRA.