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
Employer Sponsored Plan Checklist 2025
January 16, 2025School of Employer Plans
Sponsors of employer retirement plans must meet these deadlines to keep their plan compliant and preserve its tax-qualified status.
Weekly Economic Update
January 13, 2025School of Financial Wellness
The unemployment rate ticked down and hiring slowed. Consumer sentiment declined marginally. The trade deficit widened markedly.
6 Financial New Year’s Resolutions You Should Consider
January 9, 2025School of Financial Wellness
Adding these 6 goals to your New Year’s Resolutions can help improve your finances and set you up for future success.
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
Maximizing Your Social Security Income
When: Tuesday, 3/11/25 from 3 – 4 PM CST
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2025.
Transitioning to Medicare
When: Tuesday, 4/22/25 from 3 – 4 PM CST
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Medicare webinar will cover Medicare enrollment, supplement plans, strategies for maximizing benefits, and 2025 program updates.
Meld News
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.
We Are Excited to Welcome Matthew Gensler to the Meld Team
September 12, 2024Meld News
Matthew Gensler recently joined the Meld team as Managing Director of Portfolio Management and Chief Investment Strategist.
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.
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.
