Scott Floersheim

CPA/PFS, CFP®, RMA®

Meridian Wealth Advisors, LLC

Personal Wealth Advisor

Scott Floersheim

CPA/PFS, CFP®, RMA®

Meridian Wealth Advisors, LLC

Personal Wealth Advisor

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, CPA/PFS, CFP®, RMA®

(505) 828-2220

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

Scott Floersheim is an Albuquerque, NM fee-only financial planner. Meridian Wealth Advisors, LLC provides retirement planning and wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Floersheim is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Scott Floersheim is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

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 $60,000,000 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 custody at Fidelity are either held in custody with 1) TIAA-CREF (retirement annuties), 2) Jefferson National (variable annuities) or 3) Alerus Financial (defined contribution plans).

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 compliance, 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Wealth Management
  • Retirement Income Planning
  • Comprehensive Financial Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Widows

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Scott Floersheim is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Scott Floersheim is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Scott Floersheim is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • CPA/PFS - Personal Financial Specialist
    Scott Floersheim is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

  • Dimensional Funds
    Meridian Wealth Advisors, LLC is an Approved Dimensional Funds Advisor

    Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.

  • Retirement Management Advisor® (RMA®)
    Scott Floersheim is a Retirement Management Advisor® (RMA®)

    The RMA designation is an advanced certification for financial professionals that provides them with knowledge to build custom retirement income plans for their clients to better mitigate risk and ensure better outcomes. RMA professionals to take a holistic approach to your retirement needs and look beyond managing investments or retirement products and take a multidisciplinary approach to develop a complete framework for your retirement plan.

Contact Scott Floersheim

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Office Locations:

  • 9400 Holly Ave NE
    Bldg 4
    Albuquerque, NM 87122

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