Albuquerque-Based Meridian Wealth Advisors Joins Savant Wealth Management
— Partnership Expands Savant’s Presence in New Mexico and Strengthens Tax Planning Capabilities —
Key Facts at a Glance
- Partner firm: Meridian Wealth Advisors (including Meridian Tax Advisors)
- Headquarters: Albuquerque, New Mexico
- Founded: 2006
- Assets under management: Approximately$168 million
- Leadership: Scott Floersheim, CPA/PFS, CFP®, CPWA®, RMA®, owner and advisor
- Client focus: High net worth individuals and couples nearing or in retirement throughout central New Mexico
- Services: Fee-only investment management, financial planning, and tax advisory
ROCKFORD, Ill. (Jun. 2, 2026) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has partnered with Meridian Wealth Advisors, an Albuquerque-based, fee-only RIA serving high net worth individuals and couples throughout central New Mexico. The partnership closed May 31, 2026, and includes Meridian Tax Advisors, a separate entity owned by principal Scott Floersheim. FP Transitions helped facilitate the deal on behalf of Meridian. Savant did not disclose financial terms.
Scott Floersheim, CPA/PFS, CFP®, CPWA®, RMA®, founded Meridian Wealth Advisors in 2006 to deliver fiduciary, fee-only advice customized to each client’s needs. Floersheim focuses on helping clients nearing or already in retirement manage their investments and build financial plans designed to support their long-term goals. He joins Savant as a member-owner.
“Scott has built a practice grounded in the same fiduciary values and client-first philosophy that have defined Savant for 40 years,” said Brent Brodeski, CFP®, CPA, CFA®, MBA, founder and CEO of Savant Wealth Management. “This partnership adds a seasoned advisor and tax specialist to our team in the region, and we’re pleased to welcome Scott and his clients to Savant.”
Floersheim cited access to Savant’s resources and growth potential as key factors in his decision. “Joining Savant gives my clients access to a much broader suite of resources, from advanced financial planning tools to a deep bench of specialists and educational opportunities, while allowing me to focus on what I do best,” he said. “I’m also excited about continuing to grow my business by having better capacity to serve more clients in New Mexico.”
Savant already operates an office in Santa Fe, and the addition of Meridian Wealth Advisors gives the firm two offices in New Mexico. Nationally, Savant has 69 offices in 27 states.
Frequently Asked Questions About the Savant/Meridian Wealth Advisors Partnership
What is the relationship between Savant Wealth Management and Meridian Wealth Advisors?
Meridian Wealth Advisors has joined Savant Wealth Management as part of a long-term partnership focused on client continuity and alignment with shared fiduciary values and a client-centered philosophy.
Will Meridian Wealth Advisors continue to operate as a separate firm?
No. Meridian Wealth Advisors becomes part of Savant and will operate under the Savant name. The transition is designed to be seamless. Clients will continue to work with Scott Floersheim and receive the same personalized service they have come to expect.
Why did Savant partner with Meridian Wealth Advisors?
The partnership advances Savant’s strategy of building density in states where it already has a presence. Savant operates an office in Santa Fe, and the addition of Meridian’s Albuquerque-based practice grows Savant’s footprint across central New Mexico.
What services will clients of Meridian Wealth Advisors gain access to?
Clients will gain access to Savant’s full range of services, including investment management, comprehensive financial planning, retirement plan services, family office solutions, and tax preparation and planning through Savant Tax & Consulting.
How will the client experience change?
Meridian clients will continue working with Floersheim in Albuquerque. The partnership is designed to enhance the client experience by providing access to Savant’s broader resources, specialists, and planning capabilities to support them.
About Savant Wealth Management
Celebrating its 40th year, Savant Wealth Management is an independent, nationally recognized, fee-only firm serving clients with approximately $52 billion in assets under management and $1.4 billion in assets under advisement as of May 31, 2026. As a fiduciary advisor, Savant provides investment management, comprehensive financial planning, retirement plan services, and family office solutions to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll, and consulting services through its affiliate, Savant Tax & Consulting, and estate planning document preparation and related legal services through its affiliated law firm, Savant Legal LLP.
Savant is a registered investment adviser. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he or she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.