Hi, I'm Scott Floersheim. I’m a life-long New Mexico resident and a graduate of both the Albuquerque Academy and the University of New Mexico. After graduating from UNM, I became a Certified Public Accountant in 1986 and subsequently became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1999 after introducing financial planning to my tax-practice clients.
I am a member of the National Association of Personal Financial Advisors (NAPFA), the AICPA's Personal Financial Planning and Tax Sections, and the Investments and Wealth Institute.
I am the sole owner/advisor of both Meridian Wealth Advisors, LLC (a New Mexico registered investment advisor firm) and Meridian Tax Advisors, Ltd. (a New Mexico registered CPA firm).
Life-time learning is a main commitment of mine, and I’ve consistently well-exceeded the annual continuing education requirements of each of my certifications.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Private Wealth Advisor (CPWA)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Retirement Management Advisor (RMA)
Affiliations
AICPA Personal Financial Planning (PFP)
CFP Board
Fee Only Network
Investments & Wealth Institute
National Association of Personal Financial Advisors
Click the 'Book Intro Call' button above to schedule a free introductory call. Our initial phone call will help me to better understand your current circumstances and what you wish to accomplish. During this call, I will be able to determine if your planning needs are a good fit for my service offerings and services fees, and then — if they are — we will schedule a Discovery meeting at my office or online to further explore our potential collaboration. I look forward to speaking with you.
Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
Meridian Wealth Advisors, LLC (MWANM) is an SEC Registered Investment Advisor providing wealth and tax management services to clients throughout the U.S.A. but primarily in Albuquerque and Central New Mexico,
MWANM was founded in 2006 to be able to offer fiduciary, fee-only advice customized to the needs of my clients. In serving those who are nearing or already in retirement, I focus on helping my clients manage their investments & taxes, and I collaborate with them to develop a financial plan that can support their lifestyle and goals throughout their retirement.
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