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 – Worley Erhart-Graves Financial Advisors

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 – Worley Erhart-Graves Financial Advisors

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 – Worley Erhart-Graves Financial Advisors

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 – Worley Erhart-Graves Financial Advisors

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 – Worley Erhart-Graves Financial Advisors

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

CERTIFIED FINANCIAL PLANNER™ Practitioner & CERTIFIED DIVORCE FINANCIAL ANALYST® Practitioner

CERTIFIED FINANCIAL PLANNER™ Practitioner

Director of Investment Operations

Investment Support Specialist

Investment Support Specialist

Paraplanner

Assistant Paraplanner

Marketing Coordinator

CERTIFIED PUBLIC ACCOUNTANT & CHARTERED GLOBAL MANAGEMENT ACCOUNTANT

Administrative Assistant

Tax Administrator

Tax Professional

Community Involvement

Community Involvement
One of the ten largest, female-only half marathons in the US. Known for competitive fields, fast course, superb Expo and a post-race party! Women encouraging and supporting women makes it a special day. Worley Erhart-Graves Financial Advisors is th

One of the ten largest, female-only half marathons in the US. Known for competitive fields, fast course, superb Expo and a post-race party! Women encouraging and supporting women makes it a special day. Worley Erhart-Graves Financial Advisors is the Results Tent sponsor for this women’s only event. Register for this event HERE.

Platinum Sponsor
Platinum Sponsor

Worley Erhart-Graves Financial Advisors was the Platinum Presenting sponsor of Brunch & Bingo hosted by the Ronald McDonald House Charities. The funds raised from sponsorships and ticket sales ensure that families have hot meals, warm beds and place to find respite and relaxation.

Top Dog Sponsor
Top Dog Sponsor

Worley Erhart-Graves Financial Advisors is the Top Dog Sponsor at the 2024 Raise the Woof fundraiser for the fourth year in a row. The event will be held on Sunday, April 14, 2024. Learn more about this great organization HERE.

Worley Erhart-Graves Financial Advisors was a Dog-Gone Good sponsor of the fifth annual Indiana Animal Welfare Conference on March 30, 2024. This is a great educational and networking event for Indiana’s shelters, rescue groups, and animal advocates

Worley Erhart-Graves Financial Advisors was a Dog-Gone Good sponsor of the fifth annual Indiana Animal Welfare Conference on March 30, 2024. This is a great educational and networking event for Indiana’s shelters, rescue groups, and animal advocates. Learn more about his organization HERE.

Created in 2015, the 8-Hour Dream Endurance Race is held each July on the grounds of Butler University. The race is central Indiana's premier summer ultra. Yes, it is held during the hottest part of the year and starts at 10:00 am!. The Cat Nap 5K w

Created in 2015, the 8-Hour Dream Endurance Race is held each July on the grounds of Butler University. The race is central Indiana's premier summer ultra. Yes, it is held during the hottest part of the year and starts at 10:00 am!. The Cat Nap 5K was added in 2018 as a shorter option for some participants. Register HERE for the July 13, 2024, race.

Held in late December, the Donut 5K involves three themes: holidays, donuts, and dogs. It offers something for everyone, from walkers to serious runners. In fact, the Donut 5K has become one of the most competitive short distance events in the regio

Held in late December, the Donut 5K involves three themes: holidays, donuts, and dogs. It offers something for everyone, from walkers to serious runners. In fact, the Donut 5K has become one of the most competitive short distance events in the region.