Scott Floersheim, CPA/PFS, CFP®, CPWA® , RMA®

Fee-Only Fiduciary Planning for Complex Pension & Equity Compensation Benefits

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Meridian Wealth Advisors, LLC Scott Floersheim, CPA/PFS, CFP®, CPWA® , RMA®
Albuquerque, NM

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 Me

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
  • The AGC

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

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.

Education

UNM Anderson School of Management, BS, Accounting

Hobbies and Interests

  • Animal Rescue
  • Bird Watching
  • Cycling
  • Family
  • Hiking
  • Reading
  • Traveling
  • Yoga

Who We Serve

  • Business Owners
  • Corporate Executives
  • Engineers
  • Healthcare Professionals
  • Living in Retirement
  • Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.