Reify Wealth Advisors

A friend and I met Grace in the early years, when she did a group meeting on "how financial advice can benefit your life". We decided to make an appointment, and they have been a blessing to us, helped us navigate retirement, life changes, financial guidance, with caring, knowledgable, positive people. Juli is such a pleasure each time I need a review, or have any question, she's assists so helpful. And, if you need tax services, Pam is the best, and Robyn, her assistant is a treasure... you will feel welcomed and heard as Ken greets you at the front desk.

I reached out to them about a speaking engagement for the non profit women’s group I work with. Their marketing contact, Christina, was amazing to work with and was very responsive! She listened to what I was looking for and provided everything I needed in a timely manner. Margaret is who gave the presentation and it was well received with plenty of follow up questions from our audience. I would definitely have them at another event as the vibe was super professional, but also down to earth and explained everything so well! This was a great firm to work with!

I've been with Worley Erhart-Graves Financial Advisors for about 10 years now. I like many things about the group. They give options on how to manage your investments, from getting advice and acting on it yourself to having them actively manage your investments. They have proven to provide consistently good advice. And they are good people. I can and do recommend that you give them a try.

My wife and I have been with Worley Erhart-Graves almost from the beginning. We have nothing but praise for Grace, Juli and the entire team. Had we not put our finances in their expert hands, we would not be able to relax and enjoy our retirement! They are simply the best.

We are incredibly grateful to Worley Erhart-Graves Financial Advisors for their generous presenting sponsorship of the Ronald McDonald House Brunch. Margaret Gooley provided invaluable financial insight to our guests, helping to deepen understanding of how strategic planning and thoughtful resource management can maximize impact. Beyond the numbers, their team fostered meaningful connections, inspiring attendees to consider new ways to make a difference in the lives of families we serve. Their support and expertise truly elevated the event and strengthened our community’s commitment to planning for a better future. We have found great partners in WEG, Julie Erhart-Graves, and especially Christina Kane who spearheads many of these connections!

Such a helpful budgeting workshop! The staff was welcoming and truly cared about helping me reach my financial goals. Highly recommend to anyone wanting to improve their economic opportunities!

We have been clients of Worley Erhart-Graves for more than 20 years and trust them completely. They have never once failed to give us great advice and our portfolio reflects that.