Margaret Mattox Gooley
Investment adviser representative at Reify Wealth Advisors, Inc.
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$524.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Reify Wealth Advisors, Inc. Fka Worley Erhart-gravesOct 2025 to now
- Reify Wealth Advisors, Inc.Jun 2018 to now
- Worley Erhart-graves Financial Advisors, Inc.Apr 2018 to Oct 2025
- Schwab Private Client Investment Advisory, Inc.Jan 2017 to Apr 2018
- Charles Schwab & Co., Inc.Jun 2007 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Reify Wealth Advisors, Inc.
$524.4MAssets managed
247Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5375584
- Firm CRD
- 121978