5.0
Average rating
1
Client Review
0.25% to 1%
Percentage of Assets (AUM)
$300K
Minimum Investible Assets
$250K
Minimum Annual Income
What Our Clients Say
5.0
1 Client Review
Stephen Olmon
I start, buy, and invest in businesses with friends.
5.0
"I have loved working with @JoshWomack for nearly 10 years
-Fair $
-Advises on a variety of asset classes for no additional charge
-He has invested in many different assets / structures
-Patient / kind / clear
He also has his own small cap fund"
-Fair $
-Advises on a variety of asset classes for no additional charge
-He has invested in many different assets / structures
-Patient / kind / clear
He also has his own small cap fund"
Disclosure:This post was publicly shared on social media. It is not a verified client review, nor is it an endorsement by Sam’s List. We did not edit or alter the original content. This section is for informational purposes only.
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
We love serving clients who are focused on the long-term outcome and want a trusted partner to help guide the way. The more we know, the more we can help.
Clients who wouldNOTbe a good fit
If you want a day-trader or someone to pitch you short-term investments, we are not that firm and won't be a good fit. We don't believe that is a good way to grow long-term wealth, and it is definitely not tax efficient.
Minimum Financial Requirements
Annual Income
$250,000
Investable Assets
$300,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.25% to 1%
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
About Womack Financial
Independent Investment Management: We provide independent financial advice for both public and private investments, conduct due diligence, and manage investments on behalf of our clients. We are fiduciary and fee-only advisors (as in, we have no "products" to sell), which allows us to focus on one thing - our clients.
• Investment Management for Individuals, Family Offices, and Small Businesses
• Sourcing and Due Diligence for Private Investments
• Investment Management for Individuals, Family Offices, and Small Businesses
• Sourcing and Due Diligence for Private Investments
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
