FINANCIAL ADVISORS YOU CAN TRUST

Plan for Life, Plan for Wealth.

COMPREHENSIVE WEALTH MANAGEMENT SERVICES

Let Us Build A Secure Financial Future With You

Your financial future depends on the decisions you make today. By learning how to make an informed decision, you can have a positive impact on the success and financial security of your future, paving the way to a happy retirement through strong investment strategies. The financial advisers here at Womack Investment Advisers, Inc are passionate about helping our Edmond, Oklahoma neighbors learn not only how to grow their wealth, but educate them on how to protect the financial health of their families.


It is important to understand the financial decisions you are making from the inside out. After all, you deserve peace of mind in every financial decision you make. At Womack Investment Advisers, Inc. (WIA) we are here to take each step with you, helping guide you in making the important decisions about your financial health and aligning you with your life goals.

Our advisers offer a full suite of wealth management services, starting with a free portfolio risk analysis so you can make better decisions about the future of your wealth. Plan for life now, so you can enjoy it later.  Have a
QUESTION?  Check our our FAQ!

What Financial Advisors Do For You

You deserve to experience the joys of life without worrying about your financial future. You may have found yourself asking "What does a financial advisor DO?" The answer is: Financial advisors do a whole host of planning & consulting with YOU, for YOUR future.


At Womack Investment Advisers, Inc. we help you plan for wealth with a full suite of comprehensive wealth management services. Our financial advisers in Edmond, Oklahoma are truly committed to helping our neighbors live a whole life, starting with getting their finances on track.

Financial-Advisers-Oklahoma

Each consultation with our professional advisers will help guide you towards financial security and satisfaction, securing your fortune, and helping you make the right investment decisions.


You might be asking, "How Does a Financial Adviser Get Paid?" There are several answers to that question depending on the firm, but at Womack, we're a fee-only adviser.


What Does Our Financial Advisors Do For You at Womack Advisers?

At Womack Advisers, our top priority is your peace of mind and security in your financial future.


Our advisers will work directly with you to create financial strategies to eliminate and lower your financial risk while you build wealth through strong investment strategies. We believe that you should be educated on every investment strategy you make so that you aren’t just taking our advice for it but learning about how your wealth will grow and the basis behind each decision.


Your financial adviser can also help you with a range of financial planning services, offering a full suite of wealth management and safety services such as tax reduction strategies and planning, investment planning, estate planning, planning for retirement, and much more.


No matter what your goals are, we are here to help you achieve each milestone, helping you reach financial security with peace of mind, allowing you to enjoy life to the fullest.


Womack's Core Values

Trust

Service

Integrity

Family

Trust

Your wealth should work for you, helping you achieve your goals in life, but it's difficult to know who you can trust with your money! Is it worth paying a financial adviser? At Womack Investment Advisers, Inc. you can achieve the financial success necessary to make your future goals a reality. When you work with our team, you can rest assured that we're always working in your best interest and you can trust our guidance. We would never recommend a product that we wouldn't choose in your same situation, and since we're not paid by commission, you can rest assured there is never any ulterior motives on our radar. We build our relationships based on this first core value, and it's been paramount to our client's satisfaction and their investment success.

Service

Providing our clients with the absolute best service is a treasured value and culture we promote at WIA. In recent years, it seems like getting "good service" is next to impossible, but not at our firm! We strive to lay out the red carpet, so to speak, and dazzle our customers with our genuine interest in them as our neighbors! You can know for sure that when you choose us as your team your customer service experience will be second to none. We communicate at every step of our process and never leave anyone behind in their understanding. It's our very intentional service that allows us to have a family mentality with our clients, many of whom we have worked with for decades now! With our service-minded proactive planning and careful risk management, our advisers will create a financial roadmap that aligns with your lifestyle and risk tolerance, securing your future for a better, happier retirement.


Integrity

We believe that you should be better off in working with us. Our advisers endeavor to help you understand every financial decision you make, helping you grow your wealth and understand how each decision affects your portfolio. Our core value of integrity allows us to stand firm in our relationships with our clients and our community. You can be certain that when you work with our staff at Womack Investment Advisers, Inc. you'll be working with high-caliber people who won't ever misguide or let you down. We are not newbies, fly-by-night, or loosely ran firm. Our valued leaders only accept the best from our team, and you can count on our high integrity that directs our strong moral compass.


Family

You deserve a financial planner who will work tirelessly to help you expand and diversify your wealth, safeguarding it from accidents and the curveballs that life throws at all of us. We all want to protect our families, especially when it comes to their future! That's why we have established our family owned firm right here in Edmond where we can service the families in our very own own town! Our families are the most important people in our lives, and when you join the Womack family, you will witness and experience our down-to-earth, family oriented style that's been developed over 30 years of experience.  We strive to offer a full suite of financial strategy and planning services that fit your needs and budget- so join our family today and see what a difference a family-owned firm can make!

Financial Advisors That Are A Step Ahead

At Womack Advisers, our lead financial adviser as well as President and Principal, Greg Womack, is nationally recognized in the investment planning space.


Beyond the professional qualifications, clients often enjoy working with us as a family-owned and operated business with true roots in the local community. Here you can learn the role of a Financial Adviser.


Growing your wealth is as important to us as it is to you; your experience with our financial adviser will be tailored to suit your needs and expectations.


We will guide you through the ups and downs of financial planning, help you better understand your wealth portfolio, and work towards each new milestone along the road to successful wealth management.  We pay attention to trends in inflation as they relate to your investments and keep you ahead of the game.


Take the first step towards growing your wealth. Speak to one of our advisers today and see why Womack Advisers is the top trusted name in wealth management services in the Edmond and surrounding area.



Financial-Adviser-in-Edmond
Financial-Adviser-in-Edmond

Who Needs a Financial Advisor in Edmond, OK?

There is no age, salary level, or career path that changes your needs for a financial planner.


A financial adviser isn’t just for retirement planning, though many people start seeking financial planning and management help once they have a major life change. This might be anything from having kids, getting married, going through a divorce, or thinking about retirement.


Choosing the right wealth management firm can help you secure your financial future even at a young age, helping you make the right investments and create wealth strategies to keep you on the road to achieving your goals in life.


Securing your financial safety net is important, and if you are thinking about getting help to ensure your wealth withstands the test of time, we would love to hear from you!


Contact our team today and we’ll help get you on the road to financial success.



Why Choose Womack?


As a family-owned and operated financial planning firm, we have over 30 years of experience helping clients just like you achieve their goals in life.


We strive to ensure your experience with us is nothing less than extraordinary, matching you with one of our accomplished and highly trained wealth management professionals to help you explore your financial future. We offer a range of investment, financial, and tax planning services all tailored to your needs. As an family centered
investment counselor here in Edmond, our approach is tactical & contrarian, meaning we truly go to work for our clients on a personal level.


You deserve to work with a firm that values your wealth and cares about your success and financial future. We show this by supporting our local community and philanthropic organizations where we can. Each meaningful step we can help you take is another step towards the mutual success of our community.


Are you ready to grow your money into the future? Allow us to help you find the most viable solution to your success.


Give us a call today and we will show you how we can help you best manage your wealth.


Clients are not compensated for testimonials.

What It's Like To Work With Us

Independent Advice

Financial-Advisers

When you work with our advisers, you can trust that we are providing you with independent, family-owned and operated advice.

We are not employed by outside firms, nor do we subsidize proprietary products.

All of our research is independently done, and we have a proven track record of success with many satisfied clients to show for it.

Excellent Service

Financial-Advisers

We care about the success of your financial future and strive to treat each of our clients like family. Our advisers provide personalized attention to every consultation and strategy session.
You deserve to learn more about your wealth. Even with the help of a professional, understanding the key terms and reasons behind your financial strategy is critical to having a strong, primary role in your future success. Because of this philosophy, we also provide you with access to online educational workshops and events through our wealth management website, helping you better understand your financial portfolio

Contrarian Approach

Financial-Advisers

Not every trendy or standard investment strategy is the right choice for your financial future. Your finances are as unique and individualized as your personality, and we believe it’s time to start planning like it.


We consider alternative and blended investment strategies to help provide you with better diversification compared to traditional methods of wealth management.

Frequently Asked Questions

  • What Does A Financial Adviser Do?

    Financial advisers are experts that can help you manage your finances and plan for the future. They have knowledge in many areas, including taxes, investments, retirement plans and more. Their job is to give sound advice on how to best handle your money so that you don't end up spending too much or saving too little.

  • What is an Investment Counselor?

    What is an Investment Counselor? Do you have questions about what an investment counselor is? Do you need to know the difference between an investment consultant and an investment adviser? Or do you want to learn more about what a financial advisor does when they call themselves "investment counsel?" If so, then this article is for you! Learn everything that there is to know about these professionals in order to find out if it's right for your needs! Learn More

  • What is your philosophy on investing?

    We live in an uncertain world. Gone are the days of "buy-and-hold."  At Womack Investment Advisers, we believe you should have several buckets of money, each providing for their stated goals. A portion of your investments should be allocated to "non-correlated" strategies designed to provide potentially better diversification and the potential to protect your assets in extreme market conditions. You should also have a portion of investments that can exit the markets when things begin to turn down and enter the markets when they are more favorable.

  • What areas do you specialize in?

    We specialize in financial plan construction and coordination of that plan's  implementation, estate design and settlement, and investment management.

  • Are you affiliated with a broker/dealer?

    No. Womack Investment Advisers is an independent firm. Additionally, we do not receive any business, fees, or other benefits from professionals and sales agents that we may refer you to.

  • How do you get paid?

    Womack Investment Advisers is a fee-only investment adviser. Compensation comes by way of advisory fees based upon the services provided, whether it is hourly or asset-based. We do not receive commission, but additional compensation may apply in the form of commissions for the purchase of fixed insurance products. The fees, charges, and expenses related to these products are outlined in our ADV, Part 2A.

  • Where is Womack Investment Advisers registered?

    Womack Investment Advisers, Inc. is a registered Investment Adviser whose principal office is located in Oklahoma, with an additional office in California. Womack Investment Advisers, Inc. is also registered in the states of Illinois, Indiana, and Texas. We only transact business in states where we are properly registered, excluded, or exempted from registration requirements.

  • What documentation will your firm provide me?

    We provide all clients with our Disclosure Document Form ADV Part 2A, as well as a written client engagement agreement..

  • Who will work with me?

    You will work with a financial planner and an assistant. The same individuals will review your financial situation and provide continuous personalized service.

  • Is Funeral Pre-Planning a Part of Your Services?

    We're so glad you asked! Yes, we are proud partners with Dignity Memorial to offer our valued clients 10% off pre-planning funeral services. Arranging and paying for your end-of-life celebration allows you to make your wishes known, helps reduce stress on your family when it happens, and, in most cases, is less expensive than planning after a death. Click here to get more information on Pre-Planning. 

Pre-Arrange Your Funeral & Gain Peace of Mind

You Deserve a Farewell that Speaks to Who You Are.

It’s more than just a service; it’s a reflection of a lifetime.

But how do you ensure your story is told the right way?

Are you worried that:

  • Your loved ones will feel overwhelmed planning your funeral?
  • Rising costs will burden them financially?
  • Your specific wishes won’t be honored?

We understand, and we're here to help.

Learn more about our Dignity Memorial Planning Partnership Here.


Funeral Pre-Planning in Edmond Oklahoma

Ready to get started?

Send us a Message


Website Inquiry

Reviews
Share by: