We’re Here to Simplify Your Financial Journey

At Wealth Wisdom Financial, we understand the challenges you face, and we’re here to help you gain clarity, control, and confidence in your financial future.

Who We Are

Brandon and Amanda Neely are small business and financial professionals. They founded and ran Overflow Coffee Bar, L3C from 2008 through 2018. Now, they share their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. They work virtually to help every day Americans all over the United States to create smart, stable financial futures. Read their story by clicking the button below.

Our Mission

Our values

We’re committed to making your financial world simpler, securing your wealth, and ensuring your legacy.

We don’t just sell products; we provide wisdom. With every conversation, we aim to provide practical solutions and guide you through complex decisions with clarity and care.

  • Wisdom
  • Integrity
  • Personalization
  • Relatability

Our Approach

Co-Founder, CEO

brandon neely

meet the team

NEXT

meet the team

NEXT

Co-Founder, CEO

Amanda neely

meet the team

NEXT

Marketing Assistant

amy lane

meet the team

NEXT

OPERATIONS specialist

BEN COOK

meet the team

NEXT

Financial Professional

Kristi Duncan