Reify Wealth Advisors, Inc.

Julianne Erhart Graves is a CFP® with 20 years of industry experience, currently serving at Reify Wealth Advisors, Inc. She was previously with Worley Erhart-Graves Financial Advisors, Inc. for 17 years. She is a 49% owner and general partner of Smitson Erhart-Graves Tax Advisors, LLC, which provides income tax advising and return preparation for individuals, businesses, and trusts. Reify Wealth Advisors offers investment management, financial planning, tax preparation, and administrative support to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm follows a buy-and-hold investment approach on a primarily non-discretionary basis, providing tailored portfolio management and modular financial planning services.

Margaret Gooley is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Reify Wealth Advisors, Inc. in Indianapolis, IN. Her prior experience includes roles at Worley Erhart-Graves Financial Advisors and Charles Schwab. Reify Wealth Advisors provides investment management, financial planning, and tax preparation services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a buy-and-hold investment strategy with annual rebalancing and operates primarily on a non-discretionary basis, requiring client approval before implementing changes.

Tabitha Williams is a financial advisor at Reify Wealth Advisors, Inc. in Indianapolis, IN, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Worley Erhart-Graves Financial Advisors, Inc., The Just Company, and Triad Advisors, Inc. prior to joining Reify Wealth Advisors. Reify Wealth Advisors manages approximately $445 million in client assets, providing investment management, financial planning, tax preparation, and administrative services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm follows a buy-and-hold investment approach with non-discretionary account management, requiring client approval for portfolio changes and proxy voting.

Shane Fagan is a financial advisor at Reify Wealth Advisors, Inc. in Indianapolis, IN, with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at American Funds, Charles Schwab & Co., Inc., and other financial firms. Reify Wealth Advisors serves individual and high-net-worth clients as well as trusts, estates, and business entities, focusing on long-term buy-and-hold investment strategies with annual rebalancing and non-discretionary portfolio management. The firm also offers modular financial planning, administrative support, and tax preparation services through an affiliated tax advisory entity.

Kyle Mc Cune is a CFP®-certified financial advisor with four years of industry experience, currently with Reify Wealth Advisors, Inc. in Indianapolis, IN. His prior roles include positions at Worley Erhart-Graves Financial Advisors, Inc. and Bridge Financial Strategies, LLC. Reify Wealth Advisors provides investment management, financial planning, tax preparation, and administrative support services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a buy-and-hold investment approach with annual rebalancing and operates primarily on a non-discretionary basis, requiring client approval for portfolio changes.