The Meld Advantage
Your Financial FingerprintTM
What is a Financial FingerprintTM?
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 FingerprintTM, 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
April 22, 2024School of Financial Wellness
Powell suggested interest rates will remain higher for longer. Existing home sales fell. Residential construction activity slowed.
How President Biden’s 2025 Budget Could Impact Social Security
April 11, 2024School of Social Security & Medicare
The proposed 2025 federal budget provides additional funding to the SSA to improve access to benefits and customer service.
The 10 Worst States for Retirement
March 28, 2024School of Financial Wellness
The location you choose for your retirement can have a significant impact on your costs, safety, activities, and overall happiness.
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
Meld News
Meld Spring Sponsorships and Webinars Announced
February 9, 2024Meld News
We will be sponsoring several community events this spring and hosting valuable webinars on Social Security and Medicare.
Announcing New Owner and New Partner
March 31, 2023Meld News
President Kyle Whittington accepted ownership of Meld following Mark McGarvey’s retirement and Blake May became a partner.
Meld Financial Announcement
December 20, 2021Meld News
Meld Financial is pleased to formally announce an exciting change to our current structure. Read this article to learn the details.
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.
