4830 West Kennedy Boulevard,
As a fee based Christian-based wealth management firm, there are several values that we believe should guide our practices and decision-making.
Our vision is to serve as a guiding light for individuals, families, and businesses, navigating them towards a future where wealth not only signifies prosperity but becomes an instrument for global advancement and goodwill.
Our mission is to shepherd individuals, families, and businesses towards creating and maintaining wealth that not only builds prosperity but also serves as an active agent of positive change.
We strive to be good stewards of our clients' wealth, using it in a way that aligns with their values and helps them achieve their financial goals.
We believe that honesty, transparency, and ethical behavior are essential in all our dealings. We strive to build trusting, long-term relationships with our clients by being transparent about our investment strategies, fees, and performance.
We continually study the markets, economic trends, and emerging technologies to provide our clients with informed and insightful investment advice.
We believe financial success is not an end but a means to bless others. Therefore, we seek to understand our client’s needs, aspirations, and charitable interests to develop strategies that help achieve our client’s goals. This offers them the opportunity to make a positive impact on their communities and the world around them.
We believe that our faith in Jesus Christ is the foundation of our firm and the source of our hope and inspiration. We seek to honor Him in all our practices and decisions, and we pray for His guidance, wisdom, and blessing in all our endeavors.
Our foundational pillar is CHARITY; giving to those less fortunate and then sharing that opportunity with others. To do this, we first need to be good stewards of our own funds and then promote this concept of solid fiscal stewardship across the globe.
Purpose-driven wealth management serves as a conduit of generosity, transforming our business into a dynamic flow of resources contributing to the well-being of our community.
Here are some examples of who we are currently partnered with:
MAN UP and GO is an organization that raises awareness for fatherless kids. “We want to see 'A father for every child' by engaging the fatherless, empowering widows and single mothers and equipping men to lead.” With this organization, we climbed Mount Kilimanjaro in 2019; we served orphans in Uganda in 2019 and also were part of a biblical manhood program that provided micro financing for men to start businesses.
The Eileen Hoffman Hafer UMatter is an innovative inclusive postsecondary education (IPSE) program created to provide young people with intellectual disabilities the opportunity to experience higher education and campus life.
Rise Tampa is a non-profit organization dedicated to supporting and improving public safety in Tampa, Florida. By providing resources and programs for the Tampa Police Department and the community, Rise Tampa fosters strong relationships between law enforcement and residents, resulting in a safer, more connected city for everyone.
Tampa Urban Young Life is a faith-based organization focused on empowering and mentoring young people in urban communities. Through engaging programs and activities, they build meaningful relationships with youth, helping them navigate life's challenges and grow into strong, confident individuals ready to make a positive impact on their community.
Radiant Church is a vibrant, inclusive Christian community in Tampa, Florida, committed to transforming lives through faith and worship. With a focus on outreach and community involvement, Radiant Church brings people together, fostering spiritual growth and inspiring positive change in the lives of individuals and families.
One More Child is a non-profit organization dedicated to providing essential services and support to vulnerable children and families in need. Through their programs, including foster care, adoption, and human trafficking prevention, One More Child aims to create a better, brighter future for children around the world, ensuring they have the resources and love they need to thrive.
Abide Now is a non-profit organization devoted to helping people have a more intimate relationship with Jesus Christ. By providing resources, support, and guidance, Abide Now empowers individuals to find inner peace, resilience, and a deeper sense of purpose in their lives, by teaching people how to abide in Christ.
International Cooperating Ministries is a global non-profit organization committed to partnering with local churches and ministries to spread the Gospel and improve lives. Through the construction of churches, support for orphans and widows, and various humanitarian projects, they work to alleviate poverty, provide hope, and create lasting change in communities around the world.
Friends of the Children is a non-profit organization devoted to breaking the cycle of generational poverty by providing long-term, transformative mentorship to at-risk youth. Through their unique model, they pair children with professional mentors, known as "Friends," from kindergarten through high school graduation. These Friends offer consistent guidance, support, and encouragement, empowering children to overcome obstacles, develop essential life skills, and ultimately reach their full potential. By investing in the lives of vulnerable youth, Friends of the Children creates a lasting impact, helping to build a brighter future for individuals, families, and communities.
Matt's involvement in these activities are outside of his role with Principal Financial Group®. Principal is not affiliated with and does not recommend or sponsor any of these organizations.