Carver Financial Services× Vistage
Carver Financial Services headquarters at 7473 Center Street, Mentor

Vistage · Mentor, Ohio · December 11, 2026

Thank you for joining us today.

Everything from today's session in one place: the presentation, your host, and the resources Carver Financial Services and Raymond James put to work for business owners across Lake County and Northeast Ohio.

View the presentation Connect with Dan on LinkedIn
Group
Vistage, Mentor
Date
Friday, Dec 11, 2026
Host
Dan McGinnis
For
CEOs, owners & CFOs

A note from your host

Peer advice is rare. We don't take the room for granted.

Thank you for having me today. The leaders in this group carry payroll, partners, families and a lot of decisions that never make it onto a balance sheet.

My hope is that you left with one idea worth acting on. Keep this page. The slides, the resources we discussed and a direct line to our team will all stay right here.

Dan McGinnis, CFP®, CEPA®, CPFA®Partner, Carver Financial Services

Lighthouse on the Lake Erie shore
Lake Erie shoreline
Downtown Cleveland skyline over the water
Greater Cleveland
Business leaders meeting around a table
Peer advisory
Dan McGinnis, CFP®, CEPA®, CPFA®

Meet your host

Dan McGinnis

Partner, Carver Financial Services · RJFS Financial Advisor · Chair of the firm's Investment Committee

CFP®CEPA®CPFA®Series 7 & 66

Dan works with business owners and families on customized financial plans, and oversees employer-sponsored retirement plans for companies and nonprofit organizations. Before Carver he advised clients at Wells Fargo Advisors on complex business succession and estate planning. A lifelong Clevelander, Dan is a St. Ignatius graduate with a finance and economics degree from Kent State, and lives in Moreland Hills with his wife, Suzanne, and their three children.

Exit & successionCertified Exit Planning Advisor for owners planning a transition
Retirement plans401(k), 403(b), 457, defined benefit and deferred comp
Investment strategyLeads the Carver Investment Committee
Connect on LinkedIn Read Dan's full bio
Live December 11

Today's presentation

Dan presents straight from this page, so the version you saw in the room is the version you can come back to. Open it any time to revisit a slide or share it with your leadership team.

Open the presentation
Empty boardroom with a long wooden table
Session title

To be announced

About Carver Financial Services

Built in Mentor. Recognized nationally.

Randy Carver started the firm in 1990 with one team member and a small office on Mentor Avenue. Thirty-six years later, Carver Financial Services is a team of 30 at 7473 Center Street in Mentor's historic district, serving business owners, executives and families across Lake County and Northeast Ohio.

We work as a team rather than as solo advisors, and we stay local by choice. The owners we serve are our neighbors, and many of them are our clients for decades.

The Carver Financial Services team in the lobby of their Mentor office

The Carver team

Thirty people. One plan.

Every client relationship draws on the whole team: planners, investment specialists, retirement plan and estate experts, and a Client Concierge team that answers the phone. We invest in our advisors' credentials and mentor the next generation through local universities and high schools, so the people who know your family today are still here tomorrow.

Meet the team
$3.79Bin client assets
as of May 2026
36years serving
Northeast Ohio
30advisors and associates
under one roof
350+years of combined
team experience

For the business

Retirement plan leadership

Design and oversight of 401(k), 403(b), defined benefit and deferred compensation plans that help you recruit, keep and reward your people.

For the transition

Exit & succession planning

Certified Exit Planning Advisors who prepare the company, the owner and the family for a sale or handoff years before the letter of intent.

For the owner

Personal Vision Planning®

Our own planning process, built around the life you want after the business, not just the number on a statement.

For the network

A seat at the table

Events like the BOSS Summit and Sales Boot Camp that put local owners in the room with bankers, attorneys and peers.

Recent recognition

Award criteria & disclosures
  • 2026Barron's Top 100 Independent AdvisorsRandy Carver, #14 nationally
  • 2026Forbes Best-In-State Wealth AdvisorsRandy Carver, #1 in Ohio
  • 2026Forbes Best-In-State Wealth Management TeamsCarver Financial Services, #2 in Ohio
  • 2026Barron's Top 1,500 Financial AdvisorsRandy Carver, #1 in Ohio, second straight year
  • 2025America's Top Wealth Management Teams, High Net WorthCarver Financial Services
  • 2018–23Weatherhead 100 & Fast Track 50, Lake & Geauga CountiesCarver Financial Services, fastest-growing local business

Our partnership with Raymond James

A local team with a deep bench.

When a decision outgrows a single advisor, we bring in Raymond James specialists: investment bankers, trust officers, lending and retirement plan teams. They work as an extension of ours, and you keep one point of contact.

Two people shaking hands across a desk
Selling, buying or raising capital

Raymond James Investment Banking

M&A advisory, capital markets, private capital and debt advisory for middle-market companies.

 Running the business

Business Owner Solutions

Planning that connects your company's value to your personal wealth, family and succession.

 Benefits for your team

Retirement Plan Solutions

Plan design, fiduciary support and participant education for employer plans.

 Legacy and family

Raymond James Trust

Trust administration and estate services that carry your plan to the next generation.

 Ongoing reading

Business Ownership Insights

Raymond James commentary written for owners on growth, valuation, tax and transition.

 From Carver

Resources for Business Owners

Guides and tools our team shares with owner clients.

Save the date · You're invited

The Business Owner Strategy Summit

One day with investment bankers, attorneys, tax and succession specialists, and owners who have already been through a transition. Built for founders of established companies thinking about growth, enterprise value or what comes next.

  • Candid sessions, no sales pitches
  • EdgePoint panel of owners who have sold or transitioned
  • Networking reception and a celebrity chef tasting dinner, spouses invited
  • Limited attendance
Save your seat Visit carverbosssummit.com

Stay connected

Let's keep the conversation going.

A follow-up coffee, a second opinion on your retirement plan, or a first look at what your business could be worth. Reach Dan directly or call the office.

Schedule a conversation Follow Carver on LinkedIn
The Carver Financial Services leadership team
Carver leadership team, Mentor office
Office440.974.0808
Visit

7473 Center Street
Mentor, OH 44060