Scott Floersheim (CFP®, CPA/PFS, CPWA®, Retirement Management Advisor®)
Scott Floersheim focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Business Owners
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Scott is a managing director and financial advisor in Savant's Albuquerque, New Mexico office, where he holds a membership interest. He founded and led Meridian Wealth Advisors as manager and lead advisor until joining Savant in June 2026 and has worked in the financial services industry since 1997.
Additional Information
Scott Floersheim CFP®, CPA/PFS, CPWA®, RMA®, focuses on the financial planning and investment needs of high-net-worth individuals and families. He is experienced in all areas of financial planning, including proactive income, gift, and estate tax planning, wealth transfer and philanthropy, retirement income strategies, cash flow projections, insurance analysis, and education funding.
NAPFA Start Date
November 25, 2014
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