Savant Wealth Management, a fee-only registered investment adviser serving individuals, families, and businesses across the United States, has partnered with Meridian Wealth Advisors, a fee-only registered investment adviser based in Albuquerque, N.M.
The transaction also includes Meridian Tax Advisors, a separate entity owned by founder Scott Floersheim. The partnership strengthens Savant’s footprint in New Mexico and adds tax planning capabilities alongside wealth management services. Meridian Wealth Advisors provides fiduciary, fee-only financial planning and investment management services to high-net-worth individuals and couples throughout central New Mexico. The firm specializes in retirement-focused planning, helping clients approaching or living in retirement manage investments and develop long-term financial strategies.
FP Transitions advised Meridian on the transaction.