Scott Floersheim is a life-long New Mexico resident and a graduate of both the Albuquerque Academy and the University of New Mexico. After graduating from UNM, he became a Certified Public Accountant in 1986 and subsequently became a CERTIFIED FINANCIAL PLANNERTM practitioner in 1999 after introducing financial planning to his tax-practice clients.
He is 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.
He is 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). Scott is committed to life-time learning and consistently well-exceeds the annual continuing education requirements of each of his certifications.
Years of Client-Centered Commitment
Serving clients throughout Central New Mexico including Albuquerque, Rio Rancho, Santa Fe and Los Alamos, Meridian Wealth Advisors, LLC. (MWANM) is uniquely qualified to provide ongoing financial guidance for clients nearing - or already in - retirement. Founded in 2006 by Scott Floersheim, MWANM prides itself on its fiduciary, fee-only structure with services relating to Wealth Management, Retirement Planning and Investment Advisory.
MWANM manages and monitors client investments held primarily in custody at Fidelity Investments utilizing low-cost, well-diversified mutual funds and ETFs. MWANM manages those investments in a "non-discretionary" manner, meaning that all trade recommendations are approved by each client beforehand, so that there is an ongoing collaboration and an understanding of why a trade may be advisable. Additionally, MWANM generates compliant, quarterly performance reports for each household showing the recent - and from inception - performance of the client's managed investment accounts as well as detailed information on account holdings and allocations. Those reports are provided through an online, secure portal available through our Tamarac software, but for any clients that prefer to still receive paper copies by mail, they can elect to do so.
MWANM provides ongoing financial planning to clients through its eMoney software to develop both cash-low based and goal-based results. Each client can securely access their financial planning assumptions, data and results through a secure portal with a Vault for important documents and reports. Client's bank, credit card, loan and investment accounts can be linked to the eMoney software, so that the financial planning data remains complete and accurate.
The related CPA firm - Meridian Tax Advisors, Ltd. - was founded in 1991 and provides wealth management clients with annual tax preparation and ongoing tax planning services to better integrate consistent planning outcomes for each client in a cost and tax efficient manner. By preparing each wealth management client's annual tax returns, investment decisions for what to invest in, which accounts hold certain types of investments and how best to access those investments for distributions is optimized.
At Meridian Wealth Advisors, the practice revolves around the following ideals…
Fee-Only, No Commission
Advice is un-biased and completely tailored to each client. The only form of compensation are those fees that clients have authorized and never any form of commissions or other benefits provided by third parties. Each client is provided with personalized service with professional, independent, and confidential advice.
By working with my clients, I develop a unique strategy and set up meetings whenever needed to actively manage and provide solutions that will gather a desired end goal.
Distinctive & Tailored Advice for each Client
I believe that each client is unique in their own way. That means, that each client has their own unique needs and goals, so I work with each of my clients to develop advice tailored to their unique circumstances.
A Retirement Plan that Meets all Needs
Our clients work hard for their life savings. We strive to create a plan that best handles their life earnings, so that they can reach their goals, and live a comfortable, worry- free life.