Services

Womack Financial provides comprehensive financial advising and investment management for individuals, families, small businesses, churches and non-profits. Because we are an independent and fee-only management firm (learn more about fee-only in our Philosophy section), we have no external forces or financial incentives to push any product on our clients. We DO NOT sell any financial or insurance products, which allows us to provide you with complete and unbiased advising and management on both. It also means that we can put your money into top performing funds with lower fees, since there are no trailing commission streams to be paid out to us, ever.

We can work with your existing CPA, attorney and/or insurance agent (or provide qualified references as needed) to provide seamless integration of all your financial matters.

We work in the fiduciary capacity for our clients. This separates us from most other brokers/advisors, as we have not only a vested interest in your wealth, but a legal requirement to put your interest above our own. We believe that after taking into account our minimal management fees, your actively managed portfolio with Womack Financial will enjoy a higher rate of return than a portfolio that is not professionally monitored and managed. Because we have no products to sell you, we can focus 100% on the performance and well being of your investments. This allows us to work together as a team pushing for the same goal.

Our services can most easily be broken up into two basic categories:

Investment Management
Financial Planning