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.

Working together is great. Scoring a great thrift find together? Even better. 😉Margaret and Ken are both avid thrifters,...
08/31/2026

Working together is great. Scoring a great thrift find together? Even better. 😉

Margaret and Ken are both avid thrifters, so naturally, a shopping trip together was in order. They recently visited Thrifty Threads to hunt for some treasures and show off their finds.

🎂 Hip hip hooray! This month, we’re celebrating Ken’s birthday!Join us in wishing him an extra special year ahead!
08/27/2026

🎂 Hip hip hooray! This month, we’re celebrating Ken’s birthday!

Join us in wishing him an extra special year ahead!

Happy National Dog Day from our team’s favorite pups! 🐶🐾Celebrating Matt's pug Obi, Paige's dogs Angel & Rizzo, Tabitha'...
08/26/2026

Happy National Dog Day from our team’s favorite pups! 🐶🐾

Celebrating Matt's pug Obi, Paige's dogs Angel & Rizzo, Tabitha's doodle Teddy, Margaret's sheepadoodle Matilda, and all the Reify “support staff" today and always!

When Rana isn't helping the Reify team, you might find her trading the office for the great outdoors! 🌲🥾She recently too...
08/21/2026

When Rana isn't helping the Reify team, you might find her trading the office for the great outdoors! 🌲🥾

She recently took a camping trip to Potato Creek State Park and got in some quality hiking along the way.

Proof that good things happen one piece at a time. 🧩The Reify team has been chipping away at our office puzzle for weeks...
08/17/2026

Proof that good things happen one piece at a time. 🧩

The Reify team has been chipping away at our office puzzle for weeks, but our Investment Support Specialist Madison got the honor of completing the team effort with the final piece!

A little one is on the way! 🍼 We threw a baby shower at the office to celebrate the growing family of our portfolio mana...
08/13/2026

A little one is on the way! 🍼 We threw a baby shower at the office to celebrate the growing family of our portfolio manager Shane and his wife Savannah. We can't wait to welcome their newest little addition!

Don't forget to register! Tomorrow is our Long-Term Care Planning Panel Discussion.Join us and learn what long-term care...
08/04/2026

Don't forget to register! Tomorrow is our Long-Term Care Planning Panel Discussion.

Join us and learn what long-term care is, why it matters, and how to plan for this need dependent on your situation.

There is no cost to attend, and refreshments will be served—so bring a friend!

🔗 Reserve your spot today: ReifyWealthAdvisors.com/Events/Long-Term-Care-Panel-2026

Join us in celebrating this month:🎉 Happy 15th work anniversary to Pam Smitson, CPA & Tax Advisor!🎉 Happy 6th work anniv...
08/04/2026

Join us in celebrating this month:

🎉 Happy 15th work anniversary to Pam Smitson, CPA & Tax Advisor!

🎉 Happy 6th work anniversary to Tabitha Williams, our Director of Investment Operations!

Your leadership and commitment to our clients and our team are invaluable!

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

Website

Alerts

Be the first to know and let us send you an email when Reify Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category