Since receiving a Bachelor of Science in Accounting from Clemson University, Matthew has over 14 years of experience in tax and financial management. After becoming a Certified Public Accountant (CPA) and starting a tax and accounting business, he obtained the Certified Financial Planner™ (CFP) and Chartered Financial Analyst® (CFA) designations. Matthew began his career as an investment advisor with a $17M large cap portfolio that had a cumulative return of 103% over 4.5 years, outperforming the S&P by 26% over the same time period. Meridian currently manages investments for approximately 100 clients.
Our approach to wealth management focuses on achieving clients’ goals and strategically allocating assets according to individual tolerance for risk – all while reducing costs and fees, minimizing tax liabilities and maximizing growth or income. We do not believe in one size fits all solutions and offer only personalized, comprehensive financial plans and investment strategies.
Meridian Investment Partners offers a variety of financial services that focus on the critical facets of building and maintaining wealth. Our specialties include wealth management, financial planning, retirement planning and tax strategy.
All client investments are managed by the company’s Founder and Chief Investment Advisor, Matthew Fassnacht, who will be your contact for portfolio management matters. There is client service support as well, but our clients have direct access to Matthew. Your business will not be handed off to another, lesser credentialed advisor.
Meridian Investment Partners believes the only way to offer truly unbiased guidance is by avoiding commission based financial products. We are an independent fee-only firm, which means we charge a flat percentage of assets under management and our only incentive is to grow your investments.
No. Once we establish the investment strategy, we will execute according to the agreed upon objectives.
No. It is not only impossible to predict how markets will perform, guaranteeing results from any investment is also a CFA ethical violation. We will provide clients with performance goals that we’ll be working to achieve over time.
This depends on many factors including age, income, expenses, health, number of children and long term financial goals. During our first meeting, we will ask about a variety of factors, including those above, and we’ll work together to determine the appropriate level of risk.
No, the company nor its registered investment advisors have ever been charged with any breaches or ethical violations.
Meridian Investment Partners is an independent firm, so we do not represent any other financial institutions. All recommendations we provide are unbiased and based only on the client's best interest.
Yes, we are happy to provide a free, no obligation consultation at our office or an alternate location that is convenient for you.
A custodian is a financial institution that holds customers' securities for safekeeping in order to minimize the risk of theft or loss. Since they are responsible for the safety of assets and securities that may be worth hundreds of millions of dollars, custodians are large, reputable and closely monitored firms. Meridian Investment Partners uses the custodial services of Interactive Brokers, who has been named the best online broker by Barron's for 3 consecutive years. Interactive Brokers is among the top brokers due to their focus on superior technology, risk management, safety and security, reporting and educational resources. To view a copy of Interactive Brokers' financial statements, please click here. In addition, we work with Fidelity and determine which is most appropriate on a client-by-client basis.
There are several reasons: