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Matthew Fassnacht | Financial Advisor

Profile img for Matthew Fassnacht, financial advisor at Meridian Investments
Atlanta, GA
Matthew Fassnacht
Financial Advisor
Wealth Manager at
Meridian Investments

Verified Identity

Important Disclosures

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 formative years there and Upper St. Clair (Pittsburgh, PA). His first business (at age 8) was a deliverer of The Pittsburgh Post-Gazette thru the rain, sleet and snow. He graduated from Clemson University (99-02) with a B.S. in Accounting and played on the Clemson football team in the 3 years at Clemson earning All-ACC Academic team honors. His professional career began in audit and tax for public accounting firms and obtained his CPA license in 2005. He went on to financial planning and analysis for Delta Airlines Technical Operations Center leading thru the bankruptcy, emergence, and rebirth thru the Northwest Airlines merger integration, and helping them climb to lead the industry in customer satisfaction profitably among the major US airlines. He went onto co-found Meridian Investments in 2011. He was awarded the CFA Charterholder designation from The CFA Institute in 2012. CFA Institute’s mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. He lives in East Cobb, is married and has two children.
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Specialties and Expertise

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Tax Preparation
Tax Minimization Investment Strategies
Alternative Investments
Trust Services
High Net Worth Planning
Sports and Entertainment
Cash Flow Analysis
Business Ownership Strategies

Clientele

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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

Credentials and Designations

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Certified Public Accountant

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Chartered Financial Analyst®

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Certified Financial Planner™

Education

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Clemson UniversityB. of S. Accounting Year Obtained: 2002

Job History

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Delta AirlinesTech OP FP&A Manager 2007-2011
Quick Facts About Matthew
Years of Experience:15 yearsMember since:2024Average Account Size:$750,000

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Financial Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Atlanta, GA
Matthew Fassnacht
Financial Advisor
Wealth Manager at
Meridian Investments
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Advisor Disclosure
None Member FINRA/SIPC.