Womack Investment Advisers is an independent, fee-only fiduciary financial planning firm in Edmond, Oklahoma. For more than 30 years, we've helped Oklahomans grow, protect, and preserve their wealth with retirement, investment, tax, and estate planning that always puts their best interests first.
As an independent, fee-only fiduciary, we never earn commissions or sell products. Our advice is objective and built entirely around your goals — retirement income, investment growth, tax efficiency, and protecting your legacy.
A fee-only fiduciary is compensated only by clients — never by commissions or product sales — and is legally obligated to act in your best interest at all times. Womack Investment Advisers has operated as an independent, fee-only fiduciary firm since 2000.
Our office is at 1366 E 15th St, Edmond, OK 73013. We serve individuals, families, and business owners throughout Oklahoma, and meet with clients in person or virtually.
We provide retirement planning, investment advice and portfolio management, tax planning, estate planning, insurance and risk management, and integrated financial planning that coordinates all of these into one cohesive strategy.
Call us at (405) 340-1717 or request a consultation through our website — we'll talk through your goals and how we can help you plan with confidence.
Yes. Womack Investment Advisers is an SEC-registered investment adviser (CRD #118081). Our Form ADV Part 2 and Form CRS are available on request and through the SEC's Investment Adviser Public Disclosure (IAPD) database.
1366 E 15th St, Edmond, OK 73013 · Phone: (405) 340-1717 · Monday–Friday, 8:30 AM – 5:00 PM Central.