Download Form ADV Part 2

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Introduction

Reify Wealth Advisors, Inc. (“Reify” or the “Company”) maintains a comprehensive Code of Ethics (“Code”), available in full upon request. The Code outlines the Company’s policies on Fiduciary Duty, Personal Securities Transactions, Sanctions and Reporting Violations, Insider Trading, and Gifts and Entertainment. It is distributed to all access employees annually and made available upon request. A brief excerpt is provided below.

This Code of Ethics is based on the principle that Reify has a fiduciary duty to place the interests of clients ahead of the Company's interests.  Reify must avoid activities, interests, and relationships that might interfere with making decisions in the best interests of the Company's clients. 

All Associated Persons will act with competence, dignity, integrity, and in an ethical manner, when dealing with clients, the public, prospects, third-party service providers and fellow Associated Persons. 

Fiduciary Duty

We expect all Associated Persons to adhere to the highest standards with respect to any potential conflicts of interest with clients. As a fiduciary, Reify must act in its clients’ best interests. Neither Reify, nor any Associated Person should ever benefit at the expense of any client. Notify the CCO promptly if you become aware of any practice that creates, or gives the appearance of, a material conflict of interest. 

Guidelines for Professional Standards

• At all times, all Associated Persons must comply with applicable federal securities laws and must reflect the professional standards expected of those engaged in the investment advisory business, and they shall act within the spirit and the letter of the federal, state, and local laws and regulations pertaining to investment advisers and the general conduct of business. These standards require all personnel to be judicious, accurate, objective, and reasonable in dealing with both clients and other parties so that his or her personal integrity is unquestionable.

• All Associated Persons are required to report any violation of the Code, by any person, to the CCO or other appropriate persons of Reify promptly. Such reports will be held in confidence to the extent practicable. However, the Company remains responsible for satisfying the regulatory reporting and other obligations that may follow the reporting of a potential violation.

• Associated Persons must place the interests of clients first. All Associated Persons must scrupulously avoid serving his or her own personal interests ahead of the interests of the Company's clients. In addition, Associated Persons must work diligently to ensure that no client is preferred over any other client.

• Associated Persons must use good judgment in identifying and responding appropriately to actual or apparent conflicts. Conflicts of interest that involve Reify and/or its Associated Persons on one hand and clients on the other hand will generally be fully disclosed and/or resolved in a way that favors the interests of the clients over the interests of Reify and its Associated Persons. If an Associated Person believes that a conflict of interest has not been identified or appropriately addressed, that Associated Person should promptly bring the issue to the CCO’s attention.

• All Associated Persons are naturally prohibited from engaging in any practice that defrauds or misleads any client, or from engaging in any manipulative or deceitful practice with respect to clients or securities.

• No Associated Person may serve on the board of directors of any publicly traded company without prior written permission from the CCO.

• Associated Persons will not cause or attempt to cause any client to purchase, sell, or hold any security in a manner calculated to create any personal benefit, or on behalf of Reify.

• Associated Persons must use reasonable care and exercise independent professional judgment when conducting investment analysis, making investment recommendations, trading, promoting Reify's services, and engaging in other professional activities.

• Associated Persons must conduct all personal securities transactions in full compliance with this Code. Doubtful situations should be resolved in favor of clients and in cooperation with the CCO. Technical compliance with the Code's provisions shall not automatically insulate from scrutiny any securities transactions or actions that could indicate a violation of Reify's fiduciary duties.

• Personal transactions in securities by Access Persons must be transacted to avoid even the appearance of a conflict of interest on the part of such personnel with the interests of the Company's clients. Likewise, Associated Persons must avoid actions or activities that allow (or appear to allow) a person to profit or benefit from his or her position with Reify  at the expense of clients, or that otherwise bring into question the person's judgment.

• Associated Persons are subject to Insider Trading Policies adopted by Reify to detect and prevent the misuse of material nonpublic information.

• No Associated Person shall communicate information known to be false to others (including but not limited to clients, prospective clients and other Associated Persons) with the intention of manipulating financial markets for personal gain.

• Associated Persons are prohibited from accepting compensation for services from outside sources without the specific prior written permission of the CCO.

• When any Associated Person faces a conflict or potential conflict between his or her personal interest and the interests of clients, he or she is required to immediately report the conflict to the CCO for instructions regarding how to proceed.

• Associated Persons must treat recommendations and actions of the Company as confidential and private matters. Accordingly, we have adopted a Privacy Policy to prohibit the transmission, distribution, or communication of any information regarding securities transactions in client accounts or other nonpublic information, except to broker-dealers, other bona fide service providers, or regulators in the ordinary course of business. In addition, no information obtained during the course of employment regarding particular securities (including internal reports and recommendations) may be transmitted, distributed, or communicated to anyone who is not affiliated with  Reify, without the prior written approval of the CCO.

• No Associated Person shall intentionally sell to or purchase from a client any security or other property without prior written authorization from the CCO.

• No Associated Person shall provide loans or receive loans from clients without the prior written authorization from the CCO. 

Access Employees as of November 3, 2025

NAME
TITLE

Julianne Erhart-Graves, CFP® 
President, Financial Planner

Margaret Gooley, CFP®
Vice President, Financial Planner

Kyle McCune, CFP®
Financial Planner

Pamela Smitson, CPA, CGMA®
Certified Public Accountant

Tabitha Williams
Director of Investment Operations / CCO

Shane Fagan, CIMA®, AAMS®
Portfolio Manager

Angela Miller
Paraplanner

Kaylene McMurray
Assistant Paraplanner

Paige Adkins
Investment Support Specialist

Madison Wagner                    
Investment Support Specialist 

Rana Kory
Investment Services Associate 

Ken Hall
Administration Assistant

Jordan McAteer      
Tax Professional

Robin Avery
Tax Administrator 

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Reify Wealth Advisors, Inc. is a Registered Investment Adviser. Registration with the SEC or any state securities authority does not constitute an endorsement of the firm by securities regulators, nor does it indicate the advisor has attained a certain level of skill or training.

This website is a publication of Reify Wealth Advisors. Information on this website does not involve the rendering of personalized investment advice nor is it an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.

All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio.

Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Third-party rankings and recognition from publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Furthermore, information about ratings and awards are available upon request.

Revised 10/31/2025

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