Wisely Guiding Your Path to Prosperity

Wisdom
is the Way

“By prioritizing personal connections and blending professionalism, transparency, and practicality, we aim to guide our clients towards peace, joy, and lasting financial prosperity.”

Through their shared commitment to serving at their local church, Matt Haas and Brandon Grable discovered that their common goals, values, and backgrounds laid the foundation for a unique approach to financial planning and wealth management—one that would set them apart from the rest. 

After much prayer and discussion, they decided to build an advisory team rooted in integrity, personal connection, and generosity to guide clients through life’s financial journey. Brandon’s teammate, Alex Richmond, was the perfect fit to join their new partnership. Together, they deliver personalized and transparent financial advice, deeply rooted in their shared values of warmth, wisdom, trust, and connectedness.

Financial Planning

We take a holistic, solutions-oriented approach to financial planning that factors in clients’ values and goals. We consider all elements of your financial landscape, including a retirement strategy, a risk management plan, a long-term investment plan, a tax reduction strategy, and an estate plan.

Retirement

You have worked hard to build wealth, and we’re here to put in place the plans that ensure your assets are working hard for you, your legacy, and peace of mind.

Investments

We truly get to know our clients, building authentic relationships that allow us to identify your values, beliefs and goals so we can build expert portfolios that meet your individual expectations.

Insurance

Insurance planning is key to a comprehensive financial strategy. We assess risks and recommend tailored solutions to protect your wealth, family, and business. Our expertise includes life, disability, and long-term care insurance. Our goal is to ensure you have the right protection at every stage of life.

Financial Planning
Done Wisely

Commitment – Our unwavering commitment to place our clients’ interests at the forefront of every decision we make. We understand that each client entrusts us with their financial future, we honor this duty as fiduciaries and serve the client first always.

Priorities – With clarity of purpose one can prioritize life to align their wealth, time, energy and resources to the areas that will deliver the largest contribution. This principal allows us to deliver the greatest impact in the most fulfilling and efficient way.

Responsibility – We humbly recognize the trust that our clients place in us and the responsibility that comes with it. This is the bedrock of our client relationships, guiding us to approach our work with a deep sense of respect, empathy, and openness. We are the guardians and advocates for those that have entrusted us with their financial security and wellbeing.

THE WISE WAY

Wise - Purpose

We understand that your financial journey is unique and deserves personalized attention. We prioritize what’s truly essential to you, ensuring that every decision we make is aligned with your goals and values. With our expert guidance, you can be confident that your financial plan will be tailored to suit your unique needs, delivering the results you desire.

Wise - Priority

We believe that true wealth is about more than just accumulating money. It’s about creating a life that aligns with your core values and aspirations. At WisdomWealth, we help you navigate your financial path with purpose. We align your wealth-building strategies with what’s truly essential to you, so you can effectively use your finances to live a fulfilling and meaningful life. 

Wise - Partnership

We are a trusted partner committed to our clients’ success. We understand the importance of building long-lasting relationships based on trust, transparency, and mutual respect. We strive to make our client’s feel confident in making informed financial decisions and knowing that we have your best interests at heart.

“Our common goals, values and backgrounds are the foundation for an uncommon approach to financial planning and wealth management.”

— WISDOM WEALTH

MATT HAAS, MBA
Financial Planner

With over 25 years of experience, Matt is deeply committed to helping individuals and families achieve their financial goals. With a strong foundation in banking, merchant services, real estate, life insurance, and financial planning, he takes pride in offering comprehensive financial solutions that align with his clients’ values.

Matt began his career at Bank of America, where he spent 14 years serving business customers and personal clients. After transitioning into financial advising in 2015, he has spent the last decade helping people make wise financial decisions by developing personalized strategies that emphasize stewardship, service, and financial wisdom.

A graduate of Ouachita Baptist University with a degree in Business Administration, Matt also earned his MBA with a focus on Finance from the University of Memphis. Since 1995, he has called central Arkansas home, where he and his wife, D’Lisa, raise their three children—Owen, Katie, and Hudson.

Matt and D’Lisa have been involved with New Life Church since 2005, where they’ve grown spiritually and served as leaders. They played a key role in starting the Special Needs Ministry and, in 2017, helped plant the NLC Saline campus. In addition, they serve on the leadership team, leading the Men’s/Women’s Ministries and the Special Needs Ministry.

Whether guiding you through complex financial planning or helping you steward your wealth with generosity, Matt is committed to walking alongside his clients in every step of their financial journey.

BRANDON GRABLE, CFP®
Financial Planner

A passionate financial advisor, Brandon is dedicated to helping clients achieve financial clarity and peace of mind. With 10 years of experience in financial planning, wealth management, and retirement strategies, he is committed to offering personalized solutions that reflect each client’s unique goals.

Brandon believes in a client-first philosophy, working closely with individuals, families, and business owners to empower them to make informed and confident financial decisions. Whether it’s comprehensive retirement planning, investment strategies, or charitable giving, Brandon ensures that every recommendation aligns with his clients’ core values and long-term aspirations.

A Certified Financial Planner® and graduate of the University of Arkansas at Little Rock, Brandon blends technical expertise with a dedication to exceptional service. He’s deeply involved in his community, serving on the board of the Bryant Youth Association and recognized as one of the top 100 business professionals in Saline County by Saline County Lifestyles Magazine.

Brandon enjoys leading worship at his church and spending quality time with his wife, Veronica, and their three children—Everett, Eden, and Nora. His approach to wealth management is rooted in a belief that financial success should align with life’s deeper purposes.

ALEX RICHMOND
Financial Planner

A rising financial planner, Alex is known for his attentiveness to detail and deep commitment to serving clients with compassion and dedication. Growing up in a small farming community, he developed a strong sense of responsibility to help others, particularly through financial guidance.

With a strong background in behavioral economics and financial planning, Alex helps clients understand and navigate the ever-changing financial landscape. He combines his expertise in financial products, life and disability insurance, and planning to create tailored financial strategies that meet the unique needs of each individual and family.

Alex graduated from the University of Central Arkansas with a Bachelor of Business Administration in Behavioral Economics and International Business. Since moving to Conway in 2014, he has focused on helping clients set realistic financial goals while identifying growth opportunities. In his free time, Alex enjoys golfing, cooking, and indulging in his love for auto racing. He is also an active member of First Baptist Church in Searcy.

Let’s Build Your Prosperous Future. Connect with us today.

8221 Ranch Blvd,

Suite A-1

Little Rock, AR 72223

hello@wisdomwealthfinancial.com

© 2025 All Rights Reserved.

Disclosures

WisdomWealth Financial is an investment advisor located in Arkansas. This site has been designed for informational purposes only, and should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the internet. Investing involves risk including the potential loss of principal, and unless otherwise stated, are not guaranteed. Past performance does not guarantee future results.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.  Advisory services offered through Sowell Management, a Registered Investment Advisor.
 
Additional information about Sowell Management (CRD# 127145/SEC# 801-63991), Matt Haas (CRD# 6900033), Brandon Grable (CRD# 6447053), and Alex Richmond (CRD# 7368709) is available on the SEC’s website (https://adviserinfo.sec.gov/) or FINRA’s BrokerCheck (https://brokercheck.finra.org/).

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