Matthew Shahin
Dedication to increasing awareness, understanding Fee-Only financial planning
Commitment to elevating fiduciary standards
Matthew Shahin, regional director at Falcon Wealth Planning, has spearheaded a firm-wide educational campaign spotlighting the benefits of Fee-Only advising. This campaign includes client webinars, peer workshops, and updated firm resources that collectively raise awareness of conflict-free planning and underscore the firm’s dedication to transparency. Both initiatives strengthened industry-wide conversations around fiduciary standards and contributed to a more client-centric approach in wealth management.
His greatest career accomplishment lies in his unwavering commitment to elevating fiduciary standards, ultimately helping reshape how advisors deliver genuine, client-first guidance. His work at Vanguard, where he refined high-net-worth services to emphasize transparency and unbiased advice, set the foundation. He then built upon that foundation at Falcon Wealth Planning through a comprehensive educational initiative that highlighted the value of Fee-Only planning and propelled the firm’s dedication to putting clients’ interests first.
His community impact stems from his dedication to increasing awareness and understanding of Fee-Only financial planning beyond his immediate client base. By continuously promoting transparent, conflict-free advice and sharing financial education resources, he helps community members make more informed decisions about their finances, thus playing a key educational role at a local level.
Earning this distinction would serve as a clear message to both industry peers and the broader community that embracing fiduciary principles can be a powerful force for positive change. It would further validate his steadfast advocacy efforts, potentially inspiring emerging professionals to uphold ethical, client-first standards. For his career, this recognition would not only solidify his credibility as an influential voice in the wealth management arena but also open doors to share his mission, shaping industry best practices, and extending the impact of his educational and fiduciary initiatives.
These are just a few reasons Matthew Shahin was chosen as a recipient of Connect Money’s 2025 Next Generation Wealth Management Award. Now in its second year, the Next Generation Awards honor emerging leaders who are poised to significantly shape the future of the wealth management industry.