John Golden is a financial advisor at Golden Reed Wealth Management, LLC in Ocala, FL, holding a Series 65 designation with one year of industry experience. He has worked previously with Canopy 360 Wealth, LLC and James Moore & Co. alongside his current roles. Golden is also engaged in insurance sales as a licensed agent. Golden Reed Wealth Management provides discretionary and non-discretionary asset management, retirement-plan consulting, and financial planning services, including ERISA 3(21) fiduciary advice and participant education for various qualified plans. The firm’s investment approach is tailored to client goals using fundamental analysis and includes a distinctive focus on ERISA plan consulting.

William Reed is a CFA® charterholder affiliated with Golden Reed Wealth Management, LLC in Ocala, FL, with two years of industry experience. Prior to joining Golden Reed Wealth Management, he worked at Canopy 360 Wealth, LLC for four years. Outside of his advisory work, he is involved with Homestead Tiny Enterprises, an entrepreneurial venture. Golden Reed Wealth Management provides discretionary and non-discretionary asset management, retirement-plan consulting, and financial planning services. The firm offers tailored investment approaches and distinctive ERISA/pension consulting capabilities as a 3(21) fiduciary advisor, serving both individual and institutional clients.