Worley Erhart-Graves Financial Advisors is a woman-owned firm delivering sophisticated financial planning and investment management services powered by our intellectual capital and empathy.
Our CERTIFIED FINANCIAL PLANNER® practitioners are fiduciaries that aim to provide clients with the knowledge they need to make educated decisions about their financial futures.
We believe financial planning is a relationship, so we get to know you and your goals. As your financial partner, our job is to prepare a sound financial plan that gives you a clear path and action items that move you toward your objectives. As things change in your life, we are here with the knowledge and expertise to help you take advantage of opportunities that come your way and help you adjust when the unexpected happens.
We act as a fiduciary for our clients, so you can rest assured we will always make recommendations that are in your best interest. We do not sell products or receive commissions.
Smitson Erhart-Graves Tax Advisors
In addition to financial planning and investment services, we also provide tax services through our affiliate firm, Smitson Erhart-Graves Tax Advisors, LLC. We know the value in finding a CPA who can best protect your interest, listen to and address your concerns, and make you feel comfortable and valued. That’s why Smitson Erhart-Graves Tax Advisors tailors our services to fit your needs.
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CFP® professionals are held to the highest principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. To learn more about the CFP® professionals' Standards of Professional Conduct, visit www.cfp.net.
The Certified Divorce Financial Analyst® and CDFA® are professional certification marks granted by the Institute for Divorce Financial Analysts (IDFA™). To learn more, visit www.institutedfa.com.
The CIMA® certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge. To learn more, visit www.investmentsandwealth.org.
