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.

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Latest Articles

Meld University presents COVID-19 stock market investment update
COVID-19 Update from Meld University

School of Financial Wellness

The U.S. currently has over 1.5 million cases of COVID-19 and U.S. deaths have surpassed 90,000. How will this situation impact your investments?

Red white and blue buttons with stars, stripes, and “CARES Act”. The CARES Act makes important changes to Required Minimum Distributions (RMD’s) for Retirement Accounts.
What the CARES Act means for Required Minimum Distributions (RMD’s)

School of Financial Wellness

The majority of media buzz on the CARES Act has been about fiscal stimulus. However, those nearing retirement should pay attention to RMD modifications for 2020.

What are Required Minimum Distributions (RMD’s)?
What are Required Minimum Distributions (RMD’s)?

School of Financial Wellness

Required Minimum Distributions (RMD’s) are minimum withdrawals that must be made once a retirement account holder passes a certain age.

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

Medicare for CPAs and Attorneys - Earn Free CPE / CLE Credit
Medicare Educational Webinar Exclusively for CPAs & Attorneys

Learn how Medicare works and when you can get premiums reduced at this educational webinar for CPAs and Attorneys, presented by Meld University.

Meld Financial - Shred It - Event benefiting Children's Hospital of Alabama
Shred-It to benefit Children’s Hospital of Alabama

Bring your sensitive documents to be securely destroyed by Shred-It on site! Sponsored by Meld Financial for the benefit of Children’s of Alabama.

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.

Mark McGarvey - President - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, President