Scott  Floersheim

Scott Floersheim

| CFP®, CPA, PFS, AIF®

Meridian Wealth Advisors, LLC

(505) 828-2220

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Fee-Only Financial Planner serving the Albuquerque, NM area.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Tax Planning and Preparation
  • Fee-Only Financial Planning
  • Financial Review
  • Rollover and Roth IRAs

Website

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9400 Holly Ave NE
Bldg 4
Albuquerque, NM 87122

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Scott Floersheim is a Albuquerque, NM Fee-Only Financial Planner serving Albuquerque and all surrounding areas. Meridian Wealth Advisors, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Scott Floersheim is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Scott Floersheim is a NAPFA-Registered Financial Advisor located in Albuquerque, NM. Scott provides fee-only financial planning, wealth management and investment advisory services and has over 30 years experience as a practicing CPA and nearly 20 years as a financial planner. Scott integrates prudent, tax-wise strategies into his comprehensive financial planning to improve clients' after-tax results.

“Investment performance alone rarely determines your financial success. Instead, your financial success will be determined through careful planning that reconciles your financial resources with your goals, needs and obligations.”

    – Scott Floersheim



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Meridian Wealth Advisors, LLC

A NM Registered Investment Advisor

Meridian Wealth Advisors, LLC (MWA) is a New Mexico registered investment advisor founded in 2006 by Scott Floersheim. MWA currently manages over $30,000,000 for clients utilizing academically-based, passive investment strategies utilizing primarily mutual funds from Dimensional Fund Advisors. Nearly all client assets are held in custody with Fidelity Instituional Wealth Services, and those assets that are not held in Custodyat Fidelity are either held in custody with TIAA-CREF (retirement annuties) or Charles Schwab (defined contribution plans administered by Alliance Benefit Group).

Meridian Tax Advisors, Ltd.

A NM CPA Firm

Meridian Tax Advisors, Ltd. (MTA) is a New Mexico CPA firm founded in 1991 as Scott Floersheim, Ltd. by Scott Floersheim. MTA provides tax complaince, tax planning and business advisory services to clients, most of whom are also wealth management clients. MTA no longer accepts new tax or business clients unless they are also a wealth mangement client of MWA.

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