Why We’re Different

Carver Financial Group Shot
Plenty of financial services companies claim to be different from the rest – we truly are.

We do not utilize models or packaged plans but develop customized wealth management solutions based upon your personal goals, objectives and risk tolerance.

You will work with a full team of professionals with more than 100 years’ combined experience.

We manage in excess of $600 million in assets for clients globally.

We are specialized. Our team focuses on retirement income planning.

We are an independent firm, which means we operate free from the pressure to promote proprietary products and services.

Through Raymond James Financial Services, we have access to a wide range of investment alternatives and services in addition to the 3,000 professionals at the firm’s international headquarters in St. Petersburg, Florida.

Our approach is personal and our distinctive level of service is complemented by in-depth knowledge, objective advice, and the comprehensive support and resources of one of the nation’s largest independent financial services firms. Our clients enjoy immediate and unlimited access to a team of financial professionals who are thoroughly familiar with their unique circumstances and objectives – and our clients’ needs are always addressed promptly and courteously.

We invite you to contact us today and begin experiencing a truly distinctive and personal level of service.



Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC

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.

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© 2010 Raymond James Financial Services, Inc., member FINRA / SIPC