Matthew Fannin, CRC^®, ChFC^®

Matthew Fannin is a financial advisor with more than 27 years of experience helping individuals and families make confident financial decisions. As the founder of Fannin Private Wealth, Matt focuses on retirement income planning, investment management, and helping clients navigate life’s major financial transitions.

Matt began his career with Ameriprise Financial and later co-founded Alpha Wealth Management & Planning, where he spent over a decade building a thriving practice. In 2026, he launched Fannin Private Wealth with a clear mission: to provide thoughtful, client-first advice rooted in long-term relationships and personal trust.

He works closely with clients on retirement planning, tax-efficient strategies, charitable giving, estate considerations, and long-term care planning. He is especially known for his work with retirees and widows, helping simplify complex financial decisions during times of change.

Matt believes that great financial advice starts with education and understanding. He is committed to helping clients feel informed, confident, and in control of their financial future.