The Meld Advantage
Your Financial Fingerprint®
What is a Financial Fingerprint®?
A Financial Fingerprint is best described as a detailed map of your unique financial situation. Every individual or family has their own profile of income, expenses, savings and goals. By developing your Financial Fingerprint®, we will understand your financial situation in detail, so we can help you make the best decisions for your retirement and your future.
Latest Articles
Weekly Economic Update
October 6, 2025School of Financial Wellness
A government shutdown began. Private employment data showed job losses. A popular survey reported declining consumer confidence.
Important Year-End Dates for Employer Plan Sponsors in 2025
October 3, 2025School of Employer Plans
Corporate retirement plan sponsors must complete these tasks in the fourth quarter to ensure their plan remains compliant.
How to Make Retirement Income Last a Lifetime
September 25, 2025School of Saving and Investing
A sustainable financial plan includes strategies to ensure that assets generate sufficient income to fund a decades-long retirement.
Meld University is a collection of articles, seminars and videos, curated by the professionals at Meld Financial, that are designed to educate you on a wide range of financial topics. The only cost is your time!
Upcoming Meld University Events
The Morning Per(k)
When: Thursday, October 16th from 8 - 11:30 CDT
Where: Vestavia Country Club in Birmingham, AL
Speaker: Multiple Speakers (1 hr of CE Available)
An educational workshop for Business Owners, Finance, HR, and Benefits Executives, and other Fiduciaries.
Maximizing Your Social Security & What’s New For 2026
When: Tuesday, October 21st, 6:00 -7:30 PM CST
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2026.
Transitioning to Medicare and What’s New for 2026
When: Tuesday, November 18th, 6:00 – 7:30 PM CST
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Medicare, including enrollment and important updates for 2026.
Meld News
Spring 2025 Sponsorships, Events, And Webinars
February 25, 2025Meld News
This spring, we will sponsor several community events, host our annual shredding event, and provide two valuable webinars.
Furthering Education to Better Serve You
January 30, 2025Meld News
Four Meld Financial employees recently received new certifications that will help them to better serve you.
The Meld Team Is Growing! We Are Pleased to Welcome Justin Tackett
October 4, 2024Meld News
We are excited to announce that Justin Tackett recently joined the Meld Financial team as an Associate Wealth Manager.
Why Meld Financial?
Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.
We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.
We provide independent and objective services melded with customer-driven financial goals.
