Scott D. Floersheim
CFP®, CPA/PFS, CPWA®, RMA®Managing Partner / Financial Advisor
Financial Advisors in Albuquerque, NM
At Savant Wealth Management, our Albuquerque, NM, advisors can help you make personalized financial decisions so you can work toward your long-term goals. As a fee-only, independent firm located at 9400 Holly Ave NE, Building 4, we offer objective advice that prioritizes your needs. No matter where you are on your financial journey, our team can help bring deep experience and insight to the table.
We often work with professionals, business owners, and families who have $750,000 or more in investable assets, as well as those approaching meaningful financial changes such as a career transition, business liquidity event, or inheritance. Our advisors focus on creating strategies that evolve with your needs, helping you navigate important financial decisions with greater clarity over time. If you’re looking for a financial advisor in Albuquerque, you can schedule a call to start a conversation with our team.
Why Choose Savant for Financial Planning in Albuquerque, NM?
Finding the right financial advisor involves more than choosing a nearby office. It’s about working with a team that understands your financial priorities and provides consistent, objective guidance. At Savant Wealth Management, our Albuquerque advisors provide personalized financial planning and investment guidance aligned with your long-term goals.
Our approach to financial planning is comprehensive and integrated. We connect investment management, tax planning, retirement strategies, and estate considerations into a unified plan, helping you make more informed decisions across every stage of life.
By working with an Albuquerque-based advisor, you can gain access to a team that prioritizes ongoing relationships and proactive planning. As your goals and circumstances change, we can help adjust your strategy to keep you moving forward with clarity and purpose.
Financial Services Offered at Our Albuquerque Office
Our Albuquerque office provides access to a wide array of comprehensive financial services that address many areas of your financial life. If you’re looking for retirement strategies, investment management, or tax and estate planning, we created our offerings to help support your changing needs. Explore the service categories below to find the right fit for your long-term goals.
Meet Our Albuquerque Financial Advisors
The advisors at our Albuquerque office bring a depth of experience and a commitment to delivering personalized guidance. As fiduciaries, their goal is to focus on building strategies tailored to your goals while maintaining transparency and objectivity. Their approach is rooted in long-term relationships, helping clients navigate financial decisions with greater clarity.
Financial Planning Tools and Resources for Albuquerque, NM, Residents
Strong financial decisions begin with access to the right information. Our Albuquerque team provides educational resources, planning tools, and financial insights designed to help you better understand your options and evaluate opportunities for the future. Whether you’re preparing for retirement or refining your long-term strategy, these resources can help support more informed decision-making.
Savant's Financial Views and News | Albuquerque, NM
What Does a Comprehensive Financial Plan Include? A Guide for Albuquerque Residents
Financial planning in Albuquerque, NM covers investments, taxes, insurance, estate planning, retirement, and giving. See what a plan should include
From Meridian to Savant: A Conversation with Scott Floersheim
Meet Scott Floersheim, the Albuquerque-based CPA and wealth advisor who built Meridian Wealth Advisors over nearly two decades and joined Savant.
Albuquerque-Based Meridian Wealth Advisors Joins Savant Wealth Management
Savant Wealth Management partners with Meridian Wealth Advisors, expanding its New Mexico presence and adding tax planning capabilities for clients.
Upcoming Webinars
Techniques Affluent Families Use to Help Grow and Maintain Their Wealth
September 2 | 1:00 PM CTWealth Across Generations – Explore wealth preservation and legacy planning considerations. Best for those with $750K+ in investable assets.
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Advanced Charitable Giving Stragegies for the Affluent
September 9 | 1:00 PM CTLegacy-Focused Giving – Discover approaches to charitble planning and philanthropy. Intended for those with $750K+ saved.
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Preserving Generational Wealth
September 16 | 1:00 PM CTLegacy and Wealth Transfer – Learn about legacy planning and family wealth considerations. Designed for those with $750K+ in investable assets.
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Navigating Health, Wealth, and Estate Decisions
September 23 | 1:00 PM CTHealth, Wealth, and Legacy – Explore how changing priorities can influence planning decisions. Best for investors with $750K+ saved.
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Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
Watch NowFAQs About Financial Advisors in Albuquerque, NM
How can a financial advisor in Albuquerque help me prepare for major life milestones?
A financial advisor can help you create a strategy for significant life events such as retirement, selling a business, receiving an inheritance, or transitioning into a new career phase. Planning ahead can help ensure these milestones align with your broader financial goals.
Why work with a local financial advisor in Albuquerque, NM?
Working with a local financial advisor provides the opportunity for ongoing, personalized guidance and in-person meetings when needed. An Albuquerque-based advisor can help you build a long-term relationship focused on your evolving financial needs and goals.
What financial planning services are available through Savant’s Albuquerque office?
Our Albuquerque office offers a range of services, including investment management, retirement planning, tax strategies, estate planning, trust services, and comprehensive wealth management designed to support your long-term objectives.
What should I consider when planning for retirement in Albuquerque?
Retirement planning often includes evaluating income sources, investment strategies, healthcare expenses, tax implications, and long-term lifestyle goals. A comprehensive plan can help you prepare for both expected and unexpected financial needs.
What should I look for when choosing a financial advisor in Albuquerque?
When evaluating financial advisors, consider their experience, planning approach, compensation structure, and ability to provide comprehensive guidance across multiple areas of your financial life. Finding an advisor whose philosophy aligns with your goals is an important part of building a successful long-term relationship.
How do I get started with a financial advisor in Albuquerque, NM?
Getting started typically begins with a conversation about your financial goals, priorities, and current situation. From there, an advisor can help identify opportunities and develop a personalized strategy designed around your needs.
Connect with a Financial Advisor in Albuquerque, NM, Today
Whether you’re preparing for a major life milestone, planning for retirement, or seeking greater clarity in your financial future, our Albuquerque advisors are here to help. Contact our office at 508.828.2220, or schedule a consultation to discuss your goals and build a strategy designed around what’s next.
