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
Certified Public Accountant
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Chartered Financial Analyst®
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Certified Financial Planner™
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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
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