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.

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Latest Articles

A calendar with a date labeled “retire”
Early Retirement: Can You Do It?

School of Saving and Investing

Early retirement allows you to pursue passions without career constraints. Answering these questions determines if it is feasible.

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

Consumer expectations for the labor market deteriorated. The value of the dollar dropped. Residential construction data was mixed.

A reduction in social security benefits symbolized by a dollar sign in front of a down arrow.
4 Factors That Can Reduce Your Social Security Benefits

School of Social Features

These 4 factors can reduce your Social Security benefits. Preparing for them can help you maximize your retirement income.

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

Transitioning to Medicare presented by Meld Financial on April 22, 2025
Transitioning to Medicare

Medicare webinar will cover Medicare enrollment, supplement plans, strategies for maximizing benefits, and 2025 program updates.

Meld logo, Children's of Alabama logo, Secure log with the dates and time of the Annual Shred-It event.
10th Annual: Document Shredding to Benefit Children’s Hospital of Alabama

Meld Financial will be hosting our 10th annual Shred-It event on April 26th to benefit the Children’s Hospital of Alabama.

Meld News

A calendar with a pin marking an important date and the words “Spring 2025 Events”
Spring 2025 Sponsorships, Events, And Webinars

Meld News

This spring, we will sponsor several community events, host our annual shredding event, and provide two valuable webinars.

Meld Financial team members, Ashley Burrell, Madison Caswell, Stevie Fleming, and Holly Criss with the word “Congratulations”
Furthering Education to Better Serve You

Meld News

Four Meld Financial employees recently received new certifications that will help them to better serve you.

Justin Tackett, Associate Wealth Manager at Meld Financial
The Meld Team Is Growing! We Are Pleased to Welcome Justin Tackett

Meld 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.

Mark McGarvey - Founder - Meld Financial

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

-Mark McGarvey, Founder