Caravia Financial Group
Financial Services • 
Fairview Heights, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | Fairview Heights, Illinois, United States |
| Phone number | +16187262770 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Succession Planning, Strategic Financial Planning, Wealth Management, Asset Allocation, Retirement Planning, Wealth Transfer, Mergers & Acquisitions, Estate Planning, Investment Management, Generational Wealth Transfer, Family Financial Advisor |
| Founded | 1996 |
| Employees | 1-10 |
Key Contact at Caravia Financial Group
Sarah Caravia
Financial Advisor | Business Owner
Caravia Financial Group Email Formats
Caravia Financial Group uses 1 email format. The most common is {first initial} (e.g., j@caraviafinancialgroup.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@caraviafinancialgroup.com | 100% |
About Caravia Financial Group
The team at Caravia Financial Group specializes in helping individuals and families navigate the complexities of retirement planning and wealth management. Our clients include business owners, attorneys, physicians, corporate executives, educators, and employees who want to become disciplined savers and cautious investors. By earning their trust, our clients allow us to craft successful retirement plans tailored to their personal goals and lifestyles. We take pride in being process-oriented, proactive, and providing you with investment services and guidance that make the most sense for you and your family. Sarah Caravia’s background in leadership has shaped her into an active listener who asks thoughtful questions during client meetings. This not only helps uncover obvious concerns but also brings to light the less apparent issues that may impact your financial future. Phil Caravia focuses on investments and risk management. Having an experienced financial advisor and investment manager on your team not only simplifies the complexities of your wealth but also can simplify your life. Whether you’re a seasoned professional preparing for retirement or a young high-earner looking for guidance on where to start, the Caravia Financial Group team is here to help simplify the process and create a plan that’s as unique as you are. Through a disciplined process and investment choices tailored to your goals, time frame, and risk tolerance, we aim to reduce the uncertainties that often come with investing while. helping you achieve your financial aspirations. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Caravia Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
Caravia Financial Group revenue & valuation
| Annual revenue | $3,500,000 |
| Revenue per employee | $1,750,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Caravia Financial Group has never raised funding before.
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Frequently asked questions
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