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Matthew Fassnacht, CFA, CFP®, CPA

Meridian Investment Partners

Atlanta

GA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Meridian Investment Partners 7 years, 4 months Aug 2011 - Present
Delta Air Lines 3 years, 10 months May 2007 - Mar 2011
Pinnacle Tax Professionals, Pc 17 years, 11 months Jan 2001 - Present

Designations & Memberships

  • American Institute of Certified Public Accountants
    Membership
    American Institute of Certified Public Accountants
    The American Institute of Certified Public Accountants (AICPA) is the world's largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination.
  • Association of Independent Financial Advisers
    Membership
    Association of Independent Financial Advisers
    AIFA is the voice of the IFA profession. We are here to represent the interests of our membership to the regulator and those policy makers who have an impact on the IFA market place and the business operation of IFAs.
  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by Matthew Fassnacht

Reasons to Stick with Dividend Stocks
Published 2012-11-15 19:46:26
Case for adding MLP's to your portfolio
Published 2012-11-03 13:53:09
The Case for Muni Bonds in your portfolio
Published 2012-11-01 15:28:31
November Economic Outlook
Published 2012-11-01 15:14:10
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Where should I put my riskiest holdings, taxable or tax-sheltered portfolio?
    Riskiest holdings should be held in a taxable account. Riskiest holdings returns usually come from capital appreciation and not dividend and interest income. The capital appreciation from a risky holding can be deferred until sale and in some cases, indefinitely. Riskier investments usually involve ...  (more)
    Answered Nov 2012
    Make too much to contribute to Roth or deductable IRA. I have been contributing to Tradtiional IRA with post tax dollars for years. Can I convert my basis to a ROTH and leave the earnings in the Traditional and avoid taxes.?
    That is savvy question, but the short answer is no you could not. ...  (more)
    Answered Nov 2012
    Now on disability. have annuity from tenet health care montly pmt. Am I able to start drawing it now?
    I cannot see why you would not be able to draw from the annuity. Please feel free to call me to provide more details on the annuity contract. ...  (more)
    Answered Nov 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Nov 21, 2018
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Meridian Investment Partners

      Last updated on July 20, 2016
        • $32.6M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 170
          Accounts
        • $191.8K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements