Central Florida Wealth Management

Central Florida Wealth Management is a financial planner in Ocala, FL, serving individuals, families, and small to large businesses across Marion County and surrounding areas. The firm specializes in financial planning, investment management, retirement strategy, tax planning, legacy and wealth transfer, and long-term care solutions. With a focus on creating personalized financial clarity and security, the firm emphasizes fiduciary responsibility, transparency, and lifelong client relationships. Services include custom-tailored investment strategies, separately managed accounts, and guidance on essential legal documents such as wills and trusts. The firm operates with a commitment to innovation and client-centered solutions, serving clients throughout Florida and across the nation.

The firm’s approach centers on building strong, enduring relationships through a fiduciary framework that prioritizes client interests above all. Ben Zaharias, a lifelong Ocala native and CLU®-certified financial advisor, brings over a decade of experience in post-retirement planning, including income generation, asset protection, and legacy strategies. Rachel Sams, a Series 7 and Series 66 licensed advisor, supports clients with expertise in retirement planning, investments, insurance, and legal document preparation. Both advisors are deeply rooted in Central Florida, with Rachel serving from Marion County and Ben actively involved in community seminars. The firm partners with Gradient Securities, LLC for investment advisory services while maintaining independent operations for insurance offerings.

The firm is located on SE 18th Street, a short walk from Southeast 17th Street and situated about 0.3 miles from Saint John Lutheran School and Clyatt Park. It lies within a residential and community-oriented corridor, a short distance from Ritterhoff Park and Memorial Christian School, and approximately 0.6 miles from Brick City Park Stadium. The location is easily accessible and centrally positioned within Ocala’s established neighborhoods.

Central Florida Wealth Management maintains a strong digital presence with a well-optimized website that search engines read clearly and consistently. Business information is thoroughly documented across online platforms, contributing to reliable visibility and trust. The firm’s structured web content and verified credentials enhance its credibility and accessibility.

By combining deep local roots with professional expertise in financial independence, Central Florida Wealth Management stands as a trusted guide for Ocala residents navigating complex financial futures.