Ocala Office

1531 Southeast 36th Avenue,

Ocala, FL 34471

It's Time to Think Differently about Your Money

Holmes Financial is a full service financial planning firm located near the beautiful rolling hills and horse pastures of central Florida. We have been helping retirees and those about to retire for almost two decades with a real focus on relationships rather than revenue. This goals based financial planning approach has been refined over time to help individuals reach their own unique goals through the creation and monitoring of a prudent plan designed with these goals in mind.

Where You Are

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Where You Want To Be

Years of experience have prepared us to guide you through life's transitions.

How You Get There

How You Get There

We believe values matter, and we live by ours every day.

Understanding Today’s Financial Environment

Please spend some time learning with some of our easy to use motion graphic videos and when you may have a question, please feel free to ask in the box below and we will forward it to the appropriate professional.

On the other hand, if you have a personal question of some detail then a free portfolio review is usually available by appointment. You can call us the old fashioned way (352) 624-1044 or just shoot us a text or email and an appointment scheduler will get with you shortly!

Learn more

Have a Question?

Thank you!