Our Silver Anniversary
/This year marks a significant milestone – our 25th anniversary! Our journey began in 2000 thanks to the vision and dedication of Grace Worley. As we celebrate, we reflect with gratitude on the incredible journey that has brought us to this milestone. For a quarter of a century, we have remained committed to empowering our clients to achieve their financial goals, providing exceptional financial planning and investment management services and building lasting relationships.
To give you a peek into what that means, in the past week, I met with the 25-year old daughter of a longtime client. This was our second annual meeting, and it’s very exciting to see all the progress she’s made in just a year. Imagine getting your financial ducks in a row at such a young age!
On the other end of that spectrum, this week I also met with a client that started working with Grace Worley in 1989! With hard work and sound decisions over the years, she now gets joy out of being in a position to be generous to her family and favorite charities.
Our success would not be possible without the dedication of our amazing employees, the trust of our wonderful clients and support of professionals and clients who spread the word about us. We are proud of the legacy we have built and excited for the future as we continue to grow, innovate and uphold the values that have defined us since day one.
Thank you for being part of our story – here’s to the next 25 years!
- Juli Erhart-Graves, CFP®, Worley Erhart-Graves Financial Advisors
