About My Practice
We are a privately-held registered investment advisory and wealth management firm that
specializes in investment management, retirement planning and estate
planning for individuals and institutions. Our high standards ensure
that we deliver what is promised, and or team of knowledgeable
professionals will be available when you need them to answer your
questions and offer guidance.
We know dealing with finances can
be overwhelming and even confusing if you don’t deal with it every day.
That’s where we come in. We have the training, expertise and
professional experience to handle your sensitive and private matters in a
way that will make you feel comfortable, safe and secure in your
While Matthew is proud of his leadership role with Meridian Investment
Partners, he is also the Founder and President of Pinnacle Tax
Professionals, a small firm specializing in tax advisory since 2005.
Matthew managed over $18M assets for a family partnership from 2003 to
2007, and engaged in a Large Cap Core Diversified Strategy that
outperformed the performance of its closest benchmark with less risk as
measured by monthly standard division by a significant amount. The
audited Strategy Examination results are available for review.
is a licensed Certified Financial Planner and Certified Public
Accountant, and is a member of Chartered Financial Analyst Institute,
Chartered Financial Analyst Society of Atlanta, Board of Certified
Financial Planners and the Florida Institute of Certified Public
Accountants. He has gained experience excelling as an Audit Manager at
one of the nation’s top 20 accounting, tax and business advisory firms
and a Financial Manager for a Fortune 500 best in industry corporation.
This wide array of financial experience provides an enormous value to
our clients who are looking to maximize investment returns and minimize
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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