About Us

For more than 25 years, Ocala families have trusted Estate and Retirement Resources to guide them toward a secure, well-planned retirement, as an independent, fiduciary firm that answers only to them.

Our Story

Founded in 1998 on a simple belief

Michael Riley founded Estate and Retirement Resources on a simple idea: after a lifetime of hard work, everyone deserves the chance to enjoy the retirement they have earned, and a clear, written plan is what makes that possible.

More than two decades later, that belief still drives everything we do. We are an independent firm, which means no proprietary products and no sales quotas, only objective advice built entirely around your goals. Together, our team brings more than 90 years of combined experience to the families we serve.

We are proud to be based right here in Ocala, working with people across Marion County and Central Florida who want a financial partner that knows them by name and stays with them for the long run.

Planning for the retirement you have earned.

The ERR Team · Ocala, FL

1998

Serving Ocala since

Decades of combined experience

CFP®

Fiduciary professionals

What We Stand For

The principles behind every plan

These are not marketing lines. They are the commitments that shape how we advise every family who walks through our door.

Fiduciary First

As CFP® professionals, we are held to a fiduciary standard, meaning we are obligated to put your interests ahead of our own, on every recommendation, every time.

Independent & Objective

No proprietary products, no quotas, no pressure. Our independence lets us recommend what is genuinely right for you, drawing on the full market rather than a limited shelf.

Comprehensive & Coordinated

Investments, taxes, income, insurance, and estate are woven into one plan. We coordinate with your CPA and attorney so nothing is left working against itself.

Relationships That Last

We are not here for a transaction. We build long-term relationships and stay beside you through every stage of life, adjusting the plan as your world changes.

Meet The Team

The people behind your plan

Experienced, credentialed, and local. Together our advisors bring more than 90 years of combined experience, and we work alongside a trusted network of estate planning attorneys and CPAs, so every part of your plan is coordinated and complete.

Proud To Call Ocala Home

A financial partner rooted in the community

We are not a distant call center or a national brand passing through. We live and work in Marion County, and we plan for our neighbors the way we would for our own families.

Whether you prefer to meet at our Ocala office or connect virtually, we are always close by and easy to reach.

Our Office

7500 SW 61st Ave, Suite 700, Ocala, FL 34476

Call Us

352-732-8277

Who We Serve

Marion County & Central Florida, in person or virtually

LET'S TALK

See What Estate and Retirement Resources Can Do For You

No cost, no obligation — just a conversation about your goals with a local CFP® professional. Bring your questions; you’ll leave with clarity (and a free copy of our book).