Matthew Fassnacht

Atlanta, GA

Verified Identity

Wealth Manager at

Meridian Investments

Years of Experience

15 years

Average Client Size

$750,000

Member Since

2024

Allow Me to Introduce Myself

Matt Fassnacht is co-managing partner of Meridian Investments, an (Atlanta, GA) based Registered Investment Advisory (RIA) firm dedicated to maximize client assets, reduce risk and simplify their financial life so they can make the most of life. Matt was born in Dunwoody, GA and spent most of his fo...

Clientele

New Investors

Business Owners

Doctors

Healthcare Workers

Corporate Executives

1st Generation Americans

Divorcees

Nurses

Entrepreneurs

High Net Worth Individuals

Wealthy Families

Professional Athletes

Surviving Spouses

Attorneys & Paralegals

Services Provided

Investment Management

Tax Planning

Financial Planning

Specialties and Expertise

Tax Preparation

Tax Minimization Inv...

Alternative Investments

Trust Services

High Net Worth Planning

Sports and Entertainment

Cash Flow Analysis

Business Ownership Strategies

Credentials and Designations

CPA

Certified Public Accountant

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CFA®

Chartered Financial Analyst®

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Pricing Models

AUM

Education

Clemson University

B. of S. Accounting

Obtained in 2002

Previous Work Experience

Delta Airlines

Tech OP FP&A Manager

2007 - 2011

Advisor Links

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

None Member FINRA/SIPC.

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