Welcome

First off, thank you for taking the time to get to know us. Choosing an investment manager can be one of the most important financial decisions you make. You and your investment manager should be on the same team and working toward the same goal. Too often, fees and commissions seem to get in the way of what should be a symbiotic relationship. This is how we start to differentiate ourselves from the pack.

Commissions and trading fees can actually put investors and managers at odds, each having slightly different incentives to focus on. Because we have no trading fees and no trailing commissions to earn, we are able to focus on one thing: managing your portfolio using the best tools, strategies and investments available. This enables us to purchase lower fee funds (with superior historical returns in many cases) that are not available to retail investors or investors using traditional brokers.

Capitalizing on more than 25 years of combined experience, we ensure that your money is always working in the most efficient manner for you. Whether you are an individual, family, small business, church, or non-profit, Womack Financial can customize and actively manage a portfolio specifically for you.

We are passionate about what we do and would be honored to be a member or your financial team. Take some time to become more familiar with our approach and see if we might be a good fit for one another.

Sincerely,

Josh Womack (cursive text or signature)

Josh Womack, Managing Member
Womack Financial, LLC