Meridian Wealth Advisors, LLC
A NM Registered Investment Advisor
Meridian Wealth Advisors, LLC (MWANM) is a New Mexico registered investment advisor founded in 2006 by Scott Floersheim. MWANM currently manages client's wealth based on academically-based, passive investment strategies utilizing primarily mutual funds from Dimensional Fund Advisors. Nearly all client assets are held in custody with Fidelity Institutional Wealth Services, and for those assets that are not directly held in custody at Fidelity, they are either held in custody with TIAA-CREF (retirement annuities) or Alerus Financial (defined contribution plans).
Meridian Tax Advisors, Ltd.
A NM CPA Firm
Meridian Tax Advisors, Ltd. (MTANM) is a New Mexico CPA firm founded in 1991 as Scott Floersheim, Ltd. by Scott Floersheim. MTANM provides tax compliance, 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 management client of MWANM.
CPA/PFS, CFP®, AIF®
Scott Floersheim is life-long New Mexico resident and graduated from the Albuquerque Academy and the University of New Mexico. Scott became a CPA in 1986 and subsequently became a CFP practitioner in 1999 after introducing financial planning to his clients in 1997. Scott is a member of the AICPA's Personal Financial Planning and Tax Sections. Scott is founder and sole owner of both Meridian Wealth Advisors, LLC and Meridian Tax Advisors, Ltd.