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Welcome to Meridian Investments


Where We Care and You Grow

Offering North Metro Atlanta-Based Investment & Financial Planning

Learn More About Our Services

You Lead a Busy Life

Let Us Help Keep It Organized

By working with a limited number of clients in a long-term personal relationship, we can properly assist you in building your financial future and reaching your goals, whether for your retirement or passing to the next generation. From understanding and clarifying your goals to managing your investment portfolio, we’ll work with you to define and work toward your financial objectives. 

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As a Fee-Only Registered Investment Advisory Firm…

We provide financial planning and wealth management to private clients in Atlanta, Georgia, and across the country. While some advisors still sell products or transactions, our “product” is wisdom and our goal is simple: to help our clients achieve and sustain financial success, no matter how busy their lives may be.

Are You Facing Financial Challenges?

Learn How We Can Help

Our Firm At a Glance

Trustworthy

Trustworthy


We truly care about our clients and their families, which is why we work to build a relationship of depth and trust as we face your financial concerns. 

Transparent

Transparent


Because we are not obligated to sell any specific products or services, we’re able to focus our attention on developing solutions that are unbiased and right for you.

Experienced

Experienced


With pride in our work and passion for our mission, we utilize our years of tax and investment to help you optimize after tax financial performance experience to help you address the questions you may have and build a uniquely tailored plan. 

You Trust, We Act

Together We Grow

What Does It Mean To Work With Meridian Investments?

Founded to help business owners maintain and grow their businesses, we believe in doing what it takes to set our clients up for ideal success in the long run. That’s why every action we take as a firm is in the best interest of our clients. Furthermore, trust is the most important quality we value and expect from those we work with. 

What Else Do We Value?

See how we align:

Fee-Only

Long Term Focus

Employee-Owned & Operated


We Strive To Help You Achieve and Sustain Financial Success

Get To Know Your Team at Meridian Investments

Schedule a Meeting

With partners that have worked in the financial industry for over 30 years, we bring strong training and credentials including Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), CERTIFIED FINANCIAL PLANNER™ (CFP®), MBAs and CFAs to your experience. Whether you’re seeking guidance in investments, tax, estate planning, generational wealth planning and/or risk management, we’re here to help.

Matt Fassnacht Photo

Matt Fassnacht

Co-Managing Partner

Email: maf@investmeridian.com


Matt Fassnacht is co-managing partner of Meridian Investments, an East Cobb (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). He founded his first business (at age 8) as 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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Taking a Personalized and Direct Approach to Your Financial Needs 

At Meridian Investments, we believe in taking a look at much more than simply your finances. By building true relationships, we’re able to help you not only experience but overcome difficulties in your life and feel financially secure in the long run.

Through an adaptable process, we have the ability to work with you on a personal level as you experience challenges including divorce, death, preparing your estate and more. Life happens and we’ll be there for you when it does.


Here’s What You Can Expect:

Step 1: Discovery

Through 1-2 initial meetings, we’ll learn about your situation, what your goals may be, and the services we offer to help you.

Step 2: Proposal

Next, we’ll offer an Investment Policy Statement that outlines what you’re trying to accomplish, expectations, timeframe, constraints, etc. This will be a living document that changes based on your lifestyle and goals.

Step 3: Implementation

Once your IPS has been agreed upon, we’ll begin to invest your assets and monitor them over time, looking at performance and ensuring that you’re on track to meet your goals.


Ready To Get Started?

For those seeking dependable guidance and partnership, we’re here for you.

Goal-Based Planning Services

Tailored to Your Preferences

Long-Term Investing With Your Goals in Mind

As part of our portfolio management services, we'll develop an investment strategy designed to meet your individual financial objectives. Leveraging our strong understanding of global investment opportunities and macroeconomic conditions, we'll provide an asset allocation plan that balances your risk tolerance against desired performance.

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Together, We’ll Consider All Aspects Of...

Investment Management

Tax Strategy and Consulting

Estate Planning

Small Business Administration Consulting


Our Promise

THE GOLD STANDARD

To receive conflict-free advice, one must align themselves with a fiduciary. A fiduciary is a legal standard adopted by a small group of independent financial professionals. They have made the decision to become a registered investment advisor and always put the client’s needs above their own. We serve every client as a fiduciary, the highest standard in the industry.


Associated Fees

Account Value Annual Fee
First $1.5 Million 1.25%
Next $3.5 Million 1.00%
Over $5 Million 0.75%

Meridian Investments has no other revenue sources besides the advisory fees paid by our clients.

Take Your Finances One Step Further With an Insightful Portfolio Plan

Let’s Get Started

Comprehensive Financial Planning

Involves More Than Just Smart Investments

Our financial planning services will help you prepare for expenses - both expected and unexpected – so you can minimize their day-to-day impact on you and your family. In addition to the following services, our online client portal offers budgeting resources and tools to proactively manage your finances.

College Savings Plans

Trusts

Gifting Strategies

Estate Planning



What About the Cost?

Here’s what you can expect:

At Meridian Investments, we charge $4,000 for a comprehensive financial plan, which includes identifying the most important issues that need to be addressed to maximize assets, and reduce risks and taxes. $2,000 is due before we begin and $2,000 is due upon completion. Any additional issues beyond this scope will have a charge of $500 per hour.

Ongoing fees are charged according to our wealth management fee schedule listed on our Form ADV.

Begin With a Consultation

Serving Cobb County & Surrounding Atlanta, GA including throughout the southeast

Virtually | In-Person

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Contact Us

At Meridian Investments, it’s our goal to build a meaningful relationship with you, our client. Developing trust is the key to our success and we find that this often takes place in person, but are happy to connect with you virtually, based on location and preference.

Get started by filling out the form below and we’ll contact you shortly.