My goal was to build a firm from the ground up, focusing on what is best for the client. This was of utmost importance, since my first clients were family, friends, and former co-workers. I've worked hard to ensure that as the business grows, it remains client-focused and is built on mutual trust, communication, and transparency.
We helped Jason evaluate a wide range of private investment opportunities, from real estate and VC opportunities to interests in commercial assets. After evaluating the total costs and services he was receiving, Tim left the family office group of a highly recognized wealth management firm to allow us to serve him and his family.
We helped Jason evaluate a wide range of private investment opportunities, from real estate and VC opportunities to interests in commercial assets. After evaluating the total costs and services he was receiving, Tim left the family office group of a highly recognized wealth management firm to allow us to serve him and his family.
Services
Womack Financial was founded to provide fully independent, unbiased, and transparent investment management at a cost that is fair and simple to understand. When the firm was launched in 2011, we had zero clients lined up to "seed" us for launch. Josh stepped away from a career in public accounting to pursue a passion and a dream.
We help individuals, families, and family offices invest their money. Because we are fully independent, there is no pressure to push specific funds or solutions on our clients. The investment tools at our disposal are virtually limitless. We are legal fiduciaries for the benefit of those we work with.
Investment managers get paid in two primary ways: by earning a fee for services or by accepting commissions for selling products. Accepting commissions allows fees and costs to be virtually hidden from the clients, and also financially incentivizes advisors to choose one fund over another. Not surprisingly, these incentives are many times misaligned with the client's best interest.
Public market advising and management makes up the vast majority of our holdings. That said, we also believe that looking at private markets is important for qualified investors. According to the Kaiser Foundation 2018 report, if we exclude all sole proprietors, there are roughly 7.3 million private businesses in the United States.
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