MERIDIAN WEALTH ADVISORS

Meridian Wealth Advisors, LLC (MWANM) is a SEC registered investment advisor firm. MWANM is owned entirely by Scott Floersheim. Additionally, Scott Floersheim owns a CPA practice Meridian Tax Advisors, Ltd. (MTANM) to provide tax and accounting services to clients of MWANM... Meridian provides services for 1) Retirement Accumulation Planning, 2) Retirement Income Planning and 3) ongoing Wealth Management. Clients receiving the ongoing Wealth Management service not only initially participate in either the Retirement Accumulation or Retirement Income planning process, but they also receive annual tax preparation as well as ongoing investment, tax and financial planning services... Fiduciary, fee-only financial planner providing collaborative retirement planning and wealth management services.

Also known as: Meridian Tax Advisors, Ltd., Meridian Wealth Advisors, LLC

Primary location: Albuquerque United States