Canopy 360

Canopy 360 Canopy 360 is on a mission to educate & empower individuals to manage wealth and grow business.

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Our new website is live! 👏We wanted our online home to best reflect who we are, how we serve, and what it means to be un...
06/02/2026

Our new website is live! 👏

We wanted our online home to best reflect who we are, how we serve, and what it means to be under our canopy. Check it out!

05/29/2026

Planning ahead is one of the most meaningful ways to protect the people you love 📝

Probate can be costly, time-consuming, and stressful for families, but with the right planning, much of that burden can often be avoided.

At Canopy 360, we help coordinate your financial plan with your estate plan so your wishes are clear and your family is cared for. Give us a call at (352)657-3600 to start the conversation!

05/26/2026

One of the most important parts of financial well-being is having a clear plan for your money! 💸

At Canopy 360, we’re here to help you build that plan and feel confident in your next steps. Call us at (352) 657-3600 to get started!

05/22/2026

Today Jamie is breaking down why estate planning is not just about your assets, but about protecting the people you love most. 🫂

It’s a hard conversation, but your family will be so glad you had it. Give us a call at (352)657-3600 to get started!

05/19/2026

Shake hands with the person who… office edition 🤝

If there’s one thing our team takes seriously, it’s helping clients financially plan for the future… and picking a good ...
05/15/2026

If there’s one thing our team takes seriously, it’s helping clients financially plan for the future… and picking a good lunch spot! 🍽️

Since our office is located in downtown Ocala, we’re lucky to be surrounded by some great local favorites. Here are a few of our team’s go-to spots for lunch!

Ivy on the Square
Big Hammock Brewery & Bites
District Bar & Kitchen
Brick & Iron Cafe
Harry's Seafood Bar & Grille: Ocala
Mellow Mushroom
Sushi Bistro Of Ocala

05/13/2026

Roth IRA or Traditional IRA… which one's actually better for you? 🤔

The short answer: it depends on when you'd rather pay taxes. One lets you save on taxes now, the other saves you from them later 💸

Curious which option is best for you? Give us a call at (352) 657-3600, we'd love to walk through this with you!

Your financial future deserves more than a one-size-fits-all plan. At Canopy 360, we offer full-circle wealth management...
05/08/2026

Your financial future deserves more than a one-size-fits-all plan. At Canopy 360, we offer full-circle wealth management… from investment planning and financial planning to business support, legacy planning, and so much more.

Let's build a strong foundation for your future. Give us a call today. We’d love to connect!
📞 (352)657-3600

05/05/2026

If Jamie could go back and give her younger self one piece of financial advice, it would be this: be intentional and patient.

Financial capital and human capital grow the same way: slowly, steadily, and with purpose!

05/01/2026

Today we’re with John David… hear what led him to become a financial advisor!

After watching his grandfather navigate complex retirement decisions alone, he knew he wanted to be the one to bring clarity, strategy, and direction for others!

Follow along as we continue sharing the stories behind our team!

Address

104 SE 1st Avenue, Suite B
Ocala, FL
34471

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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