About Us
Worley Erhart-Graves 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 staff is made up of CERTIFIED FINANCIAL PLANNER® professionals (Worley Erhart-Graves) and CPAs (Smitson Erhart-Graves). 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. To learn more about CPA professionals, visit www.aicpa.org.
Who We Serve
We proudly serve a range of clients in various phases of life.
Women
As women advisors, we understand the many roles women take on in life—because we have them, too. Whether 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—with 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.
Approaching Retirement
Are you on track to retire when you want? Are there steps you should be taking to better prepare for retirement? When should you claim Social Security? Comprehensive financial planning helps you prepare during the home stretch, while our investment management services can provide peace of mind about your portfolio as you wrap up your working years. We empower you to feel confident in the fact that you can retire and live the lifestyle of your choosing.
Retirees
For those in retirement, determining when, how much, and where to take money from your investments is a common concern. We work with you to stay on track throughout your retirement years, guiding you through the ever-changing financial landscape. Retirees often use our investment management services so they can spend more time enjoying retirement and less time managing their portfolios.
Those Experiencing Divorce
Going through a divorce can stir up a lot of uncertainty, especially around your financial situation. Our CERTIFIED DIVORCE FINANCIAL ANALYST® will work with you to assess your situation and determine the best course of action for your future.
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.
Meet the Staff
President and CERTIFIED FINANCIAL PLANNER® Practitioner
Vice President, CERTIFIED FINANCIAL PLANNER® Practitioner & CERTIFIED DIVORCE FINANCIAL ANALYST® Practitioner
CERTIFIED FINANCIAL PLANNER® Practitioner
Director of Investment Operations
Portfolio Manager
Certified Investment Management Analyst®
Investment Support Specialist
Investment Support Specialist
Paraplanner
Assistant Paraplanner
Marketing Coordinator
Administrative Assistant
CERTIFIED PUBLIC ACCOUNTANT & CHARTERED GLOBAL MANAGEMENT ACCOUNTANT®
Tax Professional
Tax Administrator
Community Involvement
