Reify Wealth Advisors is an independent, fee-only firm that aims to empower our clients to feel confident and secure in their financial future. Our team partners with our clients to build tailored plans, unique to each individual's financial situation and goals. This is the basis for not only truly effective financial planning, but also investment management and tax services.

Our team consists of CERTIFIED FINANCIAL PLANNER® practitioners, Certified Public Accountant, Certified Investment Management Analyst®, and Accredited Asset Management Specialist® professionals. Our accredited professionals adhere to the highest standards of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. To learn more about the CFP® Standards of Professional Conduct, visit www.cfp.net. For information about CPA professionals, visit www.aicpa.org. Details about CIMA® certification can be found at www.investmentsandwealth.org. Information on the AAMS® designation, can be found at https://www.cffp.edu/professional-designations.

Women

As women advisors, we understand the many roles women take on in life—because we take them on, too. Whether you are married or single, we enjoy leading you to a financially secure future through comprehensive financial planning.

Young Professionals

As a young professional, you are likely “earning a good living” but wondering if you are doing the best you can. You want to make sure you are saving enough for retirement and paying off student loans, or maybe you’re considering purchasing a larger home for your growing family. Comprehensive financial planning provides you with the knowledge base to help make these goals a reality.

Mid-Career Professionals

This is a time when saving for retirement becomes a greater focus. However—having school- or college-aged children, a mortgage, insurance, taxes, or other financial burdens—this is also when many professionals are feeling pulled in every financial direction. If your financial life feels overwhelming at times, a comprehensive financial plan will help you prioritize your goals.

Recent Beneficiaries

Many people who have recently inherited money from a loved one tend to wonder what they should do with it. Our advisors will work with you to create a customized plan for your inheritance.

After Experiencing Divorce

Going through a divorce can stir up a lot of uncertainty, especially around your financial situation. Our planners can work with you to assess your situation and help you create a plan to move forward.