Our Legacy and Evolution: Worley Erhart-Graves is now Reify Wealth Advisors

It has been an incredibly exciting year for us! As we celebrate growth and transformation, we want to take a moment to reflect on our journey, share our progress, and introduce you to our new name.

Our Legacy and Evolution

Our story began in 2000, when Grace Worley founded Worley Financial Group at the same Pyramids location where we still operate today. Starting with just two employees, Grace forged a path on her own after leaving a partnership where she had built a strong client base.

In 2002, Juli Erhart-Graves joined the firm, bringing her passion for financial planning and dedication to serving clients. She purchased the firm from Grace in 2008, marking a milestone that helped perpetuate female ownership in the industry. The firm was then known as Worley Erhart-Graves Financial Advisors. A few years later, in 2011, Juli and Pamela Smitson expanded their services by founding Smitson Erhart-Graves Tax Advisors, providing tax planning and preparation as value-added services for our clients.

In 2024, Margaret Gooley was appointed Vice President, further strengthening our leadership team and commitment to excellence.

A History of Female Leadership and Mentorship

For many years, our firm proudly consisted solely of women—a rarity in the financial industry. Women remain underrepresented across the industry, with just 23.8% of all CFP® professionals being women*. Our principals have made concerted efforts to mentor and elevate women in the field, all while reinforcing our dedication to helping clients build sound financial futures.

Embracing Change: Our New Name

Looking ahead to the next chapter, we are thrilled to announce that we have rebranded as Reify Wealth Advisors. This new name reflects our mission of transforming our clients’ financial goals into tangible, achievable results. The word “reify” means to make something abstract more concrete or real—an idea that captures how we turn your dreams into concrete realities through personalized planning, investment management, and tax services.

While our name is changing, there are no changes to our staff, our processes or our fee structure. The trusted team you’ve come to know and rely on will continue to serve you with the same dedication and integrity. Our core values remain steadfast, along with our commitment to your success, financial security, and financial confidence.

Thank You for Being Part of Our Journey

We sincerely appreciate your trust and partnership throughout our evolution. As Reify Wealth Advisors, we look forward to serving you with even greater zeal and innovation—because your financial future is our highest priority.

Here’s to many more years of growth and success together!

Warm regards,

The Reify Wealth Advisors Team

*The American College of Financial Services. “The Rising Financial Power of Women.” March 20, 2025.