Meridian Tax + Wealth Advisors

About Meridian Wealth Advisors

Meridian Wealth Advisors, LLC

A NM Registered Investment Advisor

Meridian Wealth Advisors, LLC (MWA) is a New Mexico registered investment advisor founded in 2006 by Scott Floersheim. MWA currently manages over $45,000,000 for clients utilizing academically-based, passive investment strategies utilizing primarily mutual funds from Dimensional Fund Advisors. Nearly all client assets are held in custody with Fidelity Instituional Wealth Services, and those assets that are not held in custody at Fidelity are either held in custody with TIAA-CREF (retirement annuties) or Charles Schwab (defined contribution plans administered by Alliance Benefit Group).

 

Meridian Tax Advisors, Ltd.

A NM CPA Firm

Meridian Tax Advisors, Ltd. (MTA) is a New Mexico CPA firm founded in 1991 as Scott Floersheim, Ltd. by Scott Floersheim. MTA provides tax complaince, 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 mangement client of MWA.

 

Scott Floersheim

CPA/PFS/CFF, 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 subsequenlty 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 sole owner of both Meridian Wealth Advisors, LLC and Meridian Tax Advisors, Ltd.