Scott Floersheim

CPA/PFS, CFP®, RMA®, AIF®

Meridian Wealth Advisors, LLC

Personal Wealth Advisor

Scott Floersheim

CPA/PFS, CFP®, RMA®, AIF®

Meridian Wealth Advisors, LLC

Personal Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Scott Floersheim, CPA/PFS, CFP®, RMA®, AIF®

(505) 828-2220

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

Scott Floersheim is a Albuquerque, NM fee-only financial planner. Meridian Wealth Advisors, LLC provides comprehensive and objective financial planning 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.

“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



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

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 $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.

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

Specialties

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

Ideal Clients

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

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 the country’s 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.

  • Accredited Investment Fiduciary®
    Scott Floersheim is an Accredited Investment Fiduciary® (AIF)

    Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.

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

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

Contact Scott Floersheim

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Office Locations:

  • 9400 Holly Ave NE
    Bldg 4
    Albuquerque, NM 87122

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