Trusted guidance and
lasting impact
Real stories from real clients. See how our faith-centered, values-driven approach has helped individuals and families make wise financial decisions in their financial journeys.
“Two years ago, my wife and I met with Matthew Daugavietis to help us map out our financial plans. Quite honestly, we were both a bit hesitant and somewhat nervous about hiring a financial advisor. Almost immediately, Matthew put our concerns to ease. From the moment we met him, we could tell Matthew was a man of integrity and shared our Christian values and perspectives. Matthew is an attentive listener and from our experience takes his time and effort to analyze and determine the best course of action for our financial goals. He has helped us ease our anxiety about our future and helped us clearly identify our financial goals as we approached retirement. He has helped us with our investments and guided us in filling out multiple pre-retirement forms that are quite difficult to understand. Matthew has made the very complex financial world much easier for us to understand and navigate. We are grateful for his expertise and feel very confident about our future.”
Chris and Pam M
"Matthew Daugavietis has been my financial advisor for over 10 years. During this time, he has consistently done an outstanding job managing my investments. Not only have I gained a trusted financial advisor, but I’ve also found a friend and a brother in Christ.
Having worked with two other financial advisors in the past, I often felt like just another account number. With Matt, it’s completely different. He manages my investments as if they were his own, and it’s truly a pleasure working with him.
Even through the ups and downs of the markets over the years, Matt’s guidance and expertise have consistently kept my investments on the positive side. Thank you, Matt, for your dedication and care!”
Jim P
“We first met Matt and his family through a bible study group, and from the beginning, we were impressed by his integrity and deep understanding of financial planning. Financial responsibility became our top priority as we started building our own family. Matt's ability to clearly and relatablely discuss our personal and financial goals made him our natural choice for a financial advisor. Over the years, he has helped us reach our goals and navigate various financial decisions. After over 14 years, we still trust his guidance and feel secure in his financial direction. We confidently recommend him to anyone in search of a reliable advisor.”
Matt & Jill W
“My name is Michael K. I am Matt’s longest continuous client, and there is a reason for that; Matt, over the last 2 decades, has provided me with excellent 5-star service. I met Matt at a time when I felt that my current brokerage firm was not providing me with the level of service that I was looking for. I decided to try Matt, and it was a decision that I have not regretted.
Matt has guided my portfolio through prosperous and challenging financial times. I am 70 years old, retired for 4 years, and, with Matt’s captaincy, he has left me financially very comfortable and able to do many special things for myself and loved ones.
Matt and I meet every 3 months to go over portfolio performance. He listens carefully to my needs and wishes, and when I ask to withdraw funds or have a special request he responds immediately. In conclusion I would choose Matt as my financial advisor if I had to do it all over again.”
Michael K
“I am pleased to highly recommend Matthew Daugavietis for his exceptional work in helping us consolidate our 30 plus years of investments while aligning them with our Christian values. From the outset, Matthew took the time to understand our financial goals, risk tolerance, and personal beliefs, ensuring that every decision made was not only financially sound but also in harmony with what matters most.
Matthew has consistently demonstrated professionalism, clear communication, and a dedication to putting our interests first. We are grateful for his guidance and would recommend him and his team without hesitation to anyone seeking a knowledgeable, values-driven investment advisor.”
Duane & Laura M
"Matthew Daugavietis has been an incredible blessing as our financial advisor to our family, providing valuable guidance as we worked to align our investment strategy with our faith. From the very beginning, he took the time to understand our goals and values, helping us make financial decisions that reflect our desire to honor God with our money. His expertise, patience, and faith-centered approach gave us clarity and confidence, even in uncertain times. With Matt's support, we’ve been able to make wise, purposeful choices that give us hope for the future. We are very grateful for Matt's guidance and the positive impact it has made on our financial journey."
Jared A & Leslie S
"Matthew Daugavietis with Inspire has been a game-changer for me when it comes to understanding and managing my finances. His wisdom, patience, and deep knowledge have not only equipped me to take control of my financial future but have also given me a sense of peace and confidence in an area that once felt overwhelming.
If you're looking for someone who truly puts you in the driver’s seat of your financial journey, I highly recommend Matthew Daugavietis. His approach is both professional and personal, and I’m grateful for the lasting impact he’s had on my financial confidence and well-being.”
Lisa C
"As our family grew and we began to navigate some significant life transitions, we sought out someone to help us faithfully steward all that God had given to us. We found that in Matt Daugavietis.
His biblical perspective on stewardship and finances, as well as his commitment to Biblically Responsible Investing, have been why we have been with him for the last 3 years.
Matt's wise financial counsel has helped us navigate life in the military, several cross-country moves, transitioning out of Active Duty service, the addition of kids, the purchasing of a new car, and buying our first home. Throughout it all, he has also helped us establish intentional plans to save for our children’s education, our retirement, and other long-term goals, all while ensuring that we honor God with our financial decisions.
Matt has a wealth of knowledge and a heartfelt desire to help families steward their resources for God’s glory and His Kingdom. We wholeheartedly recommend him to anyone seeking financial guidance rooted in faith and integrity.”
Zane & Taylor M
"We are incredibly grateful for the guidance and support we have received from Matt Daugavietis. Before working with him, we felt overwhelmed and uncertain about our financial future. He took the time to understand our goals and risk tolerance, and developed a personalized plan that addressed all our concerns. Matt is always available to answer our questions and provide clear, concise explanations. Thanks to Matt's expertise and dedication, we now feel confident and secure about our financial future. We would highly recommend his services to any of our friends and family.”
Jon & Shanna A
"For over a decade, Matt has been more than just our financial advisor—he has been a trusted partner in our journey. He has challenged us in the right ways, helping us grow in financial literacy while guiding us through some of the most pivotal moments of our lives, from job transitions to home purchases, school tuition planning, and entrepreneurial endeavors. Matt takes the time to truly understand our goals and values, ensuring that our financial decisions align with both our present needs and long-term aspirations. His thoughtful approach, deep expertise, and unwavering integrity have given us confidence in every step of our financial journey.”
Naphtali & Keila B
"My wife and I would like to share our experience working with Matthew as our financial advisor. We wanted a Christian who was familiar with Biblical accountability of the gifts God has given us as His stewards.
Matt is faithful in sharing his scriptural wisdom on all things financial. He has been able to direct us toward companies and stocks that allow us to build an investment portfolio that will be purposeful in its use; enabling what we have to meet our monetary goals while at the same time promoting Biblical integrity that is not just for current times but long after we have been called home.”
John H
"I am incredibly thankful for the exceptional service and guidance received for the past seven years from Matt Daugavietis, my financial advisor. Matt is trustworthy, knowledgeable, and approachable. He has been there for me throughout all these years, including during an unexpected and challenging life event, and consistently provided insightful financial advice tailored to my needs. His expertise and integrity brings peace of mind and makes the financial planning process seamless. Additionally, his emphasis on ethical investing reassures me that my investment choices reflect my values and I can follow his guidance with confidence.
I wholeheartedly recommend Matt's services to anyone seeking a knowledgeable, ethical, and compassionate financial advisor who genuinely cares about his clients and who is committed to aligning financial stewardship with Biblical principles.”
Elena G
“When we began looking for a financial advisor, we wanted to choose someone whose values and beliefs aligned with ours. After finding the Inspire Advisors website and reading their philosophy, we found Matt Daugavietis in our area. In our initial meeting, we were impressed with how much time he devoted to getting to know us, our background, and our goals. In the meetings since, Matt has created a strategic, creative, and thoughtful plan for our financial future, which includes investing with integrity, considering tax implications, and offering creative options for the use of assets, all while keeping in mind our goal to be generous givers. We have found Matt to be trustworthy, thoughtful, and direct, and is someone who always has our best interests at heart. Our common faith in God assures us that he is making recommendations that align with our Biblical values. Because of this experience we heartily recommend Matt to anyone needing a financial advisor.”
Debbie & Eric S
“Matt has been a blessing to my family, helping us wisely plan for the future, protect our assets, and invest in a way that honors the Lord with our wealth. It was so refreshing to find a believer in the financial planning world who does not put money first. God must always come first, and as a result, we trust the Lord to provide the wealth we need to survive, thrive, invest and impact this world with our wealth. Far too many financial planners adopt the worldly mindset of “making the most money” as being the highest goal of investments, without consideration of the anti-Christian stances of the companies being invested in. Matt is a rare find, and I hope his principled stance on investing spreads into a great movement of God working through His people in the investment world, to help make a difference for good in corporate America.”
Luke O
“Matthew has been a wonderful advisor for my financial life. It started with my decision to honor God with the retirement he blessed me with and wanted to find a Godly partner to manage my future. He has been that for me. I tend to be a risk taker, and have done well, but Matthew helps keep me grounded for my future. His expertise and opinions have helped carve my future. He has helped me far more than just retirement. When I am making money moves, he is there to give me great ideas to help me with those decisions. He has been essential for that. We do not see eye to eye on all things, and even in that, he is firm but respects my decisions on managing some of my funds differently than he may like to or would himself.”
Joshua M
“You’re looking into a better option for investment advice and guidance with your investment profile? I was in the same place as you.
My past and current advisors disappointed me, but my more recent search revealed the ESG platform, and it disgusted me. It prompted me to search further for an option that aligned better with my values. And late one night, I did find another amazing and very unexpected option… Inspire Advisors. After watching the short video by Inspire founder Robert Netzly detailing his journey to create this company, I knew I needed to learn more. I submitted an on-line inquiry and received an email reply from Matthew Daugavietis the next day. I was impressed by what I read, and email exchanges led to an initial meeting just a few days after this. I continued to be impressed by what I learned during this meeting and felt confident to move forward with Matt to look together at the specifics of my portfolio and make a plan. I especially appreciated being presented with a plan of financial status into retirement and later years of life. But, I’ll be honest… while it all looked very good and felt biblically right, it was still scary making the transition. This is where Matt’s gifts of understanding and encouragement began to shine through the process and compelled me to trust in him all the more. I haven’t looked back since and with each interaction with Matt, he continues to be an encourager to me in the areas where I feel so lacking in financial knowledge and my fears. Somehow, though, this still doesn’t convey the depth of what Matt’s gives as an encourager but a quick look with google gives characteristics of encourager ー genuine, empathetic, hopeful, supportive, motivating… as well as synonyms ー advocator, benefactor and friend ー this is Matt.”
Ellen P
“I highly recommend Matthew Daugavietis to anyone seeking expert financial guidance and personalized support. Over the time I have worked with him, he has consistently provided clear, thoughtful advice tailored to my individual needs and goals. Matt takes the time to truly understand my financial situation, ensuring that I feel informed and confident in every decision we make together.
What stands out most about him is his deep knowledge of the financial landscape and the ability to make complex concepts simple. Whether it is retirement planning, investment strategies, or budgeting, Matt has always gone above and beyond to make sure I'm making smart, well-informed choices.
If you are looking for a financial advisor who is trustworthy, knowledgeable, and genuinely invested in helping you achieve financial success, I strongly recommend Matthew Daugavietis. He will be a great asset in navigating your financial journey.”
Renee P
All testimonials were provided by clients of our Inspire Advisors practice, and none were compensated for participation. However, as existing clients, they receive financial advice from the firm. These views may not be representative of the views of other clients and are not indicative of future performance or success.