Carver Financial Services, based in the northeastern Ohio town of Mentor, is unusual among bigger wealth management firms. While it’s attracting higher-wealth individuals, the firm, with assets under management of $2.1 billion, services more than 3,000 families, with a median account size of just $750,000. Over the past nine months, Carver Financial grew by about $300 million and added 150 accounts.

Randy Carver, who founded the firm in 1990, says his philosophy has remained constant. “We are not a financial-planning firm….


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