Reify Wealth Advisors

Reify Wealth Advisors We are a woman-owned firm delivering financial planning, investment management, & tax services. Formally Worley-Erhart Graves.

We are a women-owned firm delivering sophisticated financial planning, investment management and tax preparation services.

Happy birthday to our phenomenal paraplanner, Angie!This celebration comes with an extra sweet tradition: chocolate and ...
05/27/2026

Happy birthday to our phenomenal paraplanner, Angie!

This celebration comes with an extra sweet tradition: chocolate and peanut butter ice cream cake from Cold Stone’s 🎂

Wishing her a year filled with many more sweet moments!

Tabitha is hard at work today focused on investment operations, while Teddy handles what he does best—supervising team m...
05/06/2026

Tabitha is hard at work today focused on investment operations, while Teddy handles what he does best—supervising team morale 🐾

🎉 April birthday round-up — Happy birthday, Pam!We’re so grateful for everything she brings to the Reify team and hope h...
04/30/2026

🎉 April birthday round-up — Happy birthday, Pam!

We’re so grateful for everything she brings to the Reify team and hope her birthday month was filled with celebration, joy, and a little something sweet. Wishing her a fantastic year ahead! 🎂

We’re live TONIGHT!If the markets have felt overwhelming lately, join us for a Market Briefing and live Q&A with our tea...
04/15/2026

We’re live TONIGHT!

If the markets have felt overwhelming lately, join us for a Market Briefing and live Q&A with our team. We’ll share insights and answer your questions in real time.

Register here: ReifyWealthAdvisors.com/Events/Market-Briefing-2026

  helps you plan your financial future.…just with a few more years of experience. 😉
04/06/2026

helps you plan your financial future.

…just with a few more years of experience. 😉

Extra! Extra! Our latest newsletter is here, and with LOTS of great content ... just ask our paraplanner, Angie!Learn mo...
03/30/2026

Extra! Extra! Our latest newsletter is here, and with LOTS of great content ... just ask our paraplanner, Angie!

Learn more about common asked questions regarding retirement, like:
👉 Can I leverage an underused tax strategy to reduce taxes in retirement?
👉 Is refinancing right for me?
👉 What do I need to know about online tax accounts?
👉 Should I focus more on cash flow or account balances in my retirement years?

Get the answers in our latest newsletter: https://wefinancialadvisors.us11.list-manage.com/track/click?u=f7252d84e96b10287517e41d8&id=4d8dad4d66&e=571af7cfa4

Plus, mark your calendars and RSVP for our upcoming 2026 workshops!

New accomplishment unlocked: "Professor for a Day" 🎓Our Vice President Margaret Gooley recently joined Ball State Univer...
03/25/2026

New accomplishment unlocked: "Professor for a Day" 🎓

Our Vice President Margaret Gooley recently joined Ball State University's Financial Planning Club, answering questions about the industry, what it’s like working with clients, and sharing her own career journey, which began nearly 20 years ago.

As a CERTIFIED FINANCIAL PLANNER™ practitioner in a field where women represent a smaller portion of CFP® professionals, Margaret brings both experience and representation to the profession – offering a seasoned, real-world perspective to the conversation.

We love any opportunity to connect with the next generation of financial planners – including Reify's former intern Samantha! 👋

🎉 Happy 2-year work anniversary to Rana Kory!Your dedication and contributions help make our team stronger every day. Th...
03/16/2026

🎉 Happy 2-year work anniversary to Rana Kory!

Your dedication and contributions help make our team stronger every day. Thank you for being an important part of the Reify team!

We did a team outing for a Hibachi lunch this week and had a great time!
03/13/2026

We did a team outing for a Hibachi lunch this week and had a great time!

The Reify team has some happy news to share!Kyle and his wife Emily recently welcomed their son, Isaac, into the world. ...
03/11/2026

The Reify team has some happy news to share!

Kyle and his wife Emily recently welcomed their son, Isaac, into the world. We’re so happy for their growing family and excited for their daughter Anna to be a proud big sister.

Congratulations to the whole family and welcome, Isaac!

03/09/2026

Happy from the women of Reify Wealth Advisors — and from the whole team cheering them on behind the camera! 💜

Address

3500 DePauw Boulevard
Indianapolis, IN
46268

Opening Hours

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

Telephone

+13178725090

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