Scott Floersheim, CPA/PFS, CFP®, CPWA® , RMA®
Fee-Only Fiduciary Planning for Complex Pension & Equity Compensation Benefits
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Serving Clients Nationwide
Fee-Only Fiduciary Planning for Complex Pension & Equity Compensation Benefits
Areas of Focus
- Equity Compensation Options
- Exit Planning
- Investment Management
- Retirement Planning
- Taxes
About Scott Floersheim, CPA/PFS, CFP®, CPWA® , RMA®
Scott Floersheim serves as a managing partner and financial advisor in Albuquerque, New Mexico, where he focuses on wealth management and tax-aware strategies for high-net-worth individuals, near-retirees, and retirees. Scott has more than 40 years of financial industry experience, where he’s helped clients align investment, estate, and cash flow planning with long-term tax efficiency.Scott built his career integrating taxes with financial planning. He began as a Certified Public Accountant (CPA) in 1986, launched his own CPA practice in 1990, expanded into comprehensive financial planning in 1997, and became a CERTIFIED FINANCIAL PLANNER® professional in 1999. In 2006, he founded Meridian Wealth Advisors, which was a registered investment advisor firm dedicated to fee-only, fiduciary wealth management. He began working at Savant in 2026 when Meridian joined the firm.
Clients rely on Scott to help structure strategies that reduce lifetime tax exposure across income, gift, and estate considerations. He holds the Personal Financial Specialist (PFS) credential, is a Certified Private Wealth Advisor® (CPWA®), and is a Retirement Management Advisor® (RMA®). He prioritizes clear, data-driven recommendations that help families preserve wealth across generations.
Scott earned a bachelor’s degree in accounting from the University of New Mexico. He remains active in his community as a member of the Endowment Committee for Albuquerque Academy. He supports several charitable organizations, including local food banks, the New Mexico Animal Humane Association, the Morris Animal Foundation, and the Albuquerque BioPark.
Family and personal interests play an important role in Scott’s life. He has been married for more than 25 years and enjoys traveling with his wife, daughter, and their dog throughout the western United States. They enjoy hiking in New Mexico and Colorado, and he rides his Peloton daily. Scott also keeps up lifelong hobbies, including collecting comic books and baseball cards.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- 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
- The AGC
- CFP Board
Primary Location
9400 Holly Ave NE, Bldg 4 Albuquerque, NM 87122-2969
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
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 Meridian Wealth Advisors, LLC
Celebrating its 40th year, Savant Wealth Management is an independent, nationally recognized, [RD1.1]fee-only firm serving clients with approximately $55.7 billion in assets under management and $1.5 billion in assets under advisement as of Jun. 30, 2026. As a fiduciary advisor, Savant provides investment management, comprehensive financial planning, retirement plan services, and family office solutions to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll, and consulting services through its affiliate, Savant Tax & Consulting, and estate planning document preparation and related legal services through its affiliated law firm, Savant Legal LLP.Education
UNM Anderson School of Management, BS, Accounting
Hobbies and Interests
- Animal Rescue
- Bird Watching
- Cycling
- Family
- Hiking
- Reading
- Traveling
- Yoga
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- Living in Retirement
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