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.

Financial Fingerprint Logo

Latest Articles

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

FOMC members update projections. EIA reports first ever energy trade surplus. China’s Evergrande problem continues.

A couple with shocked expressions is reviewing their Medicare forms. Their expression indicates a costly mistake was made.
Avoid These 7 Common Medicare Mistakes

School of Social Security & Medicare

Medicare funds most of the medical care for retirees. Avoid these mistakes which can lead to higher costs and inadequate coverage.

A twenty-dollar bill has the number 20 scratched out in red and replaced with a 19 to indicate the loss of purchasing power associated with inflation.
How Inflation Impacts Your Retirement Plan

School of Financial Wellness

Rising prices can impact the amount of income you need in retirement, but planning properly can help ease the burden of inflation.

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 and managing health care expenses in retirement
Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties

Are you or a loved one over age 60, or retiring soon, and wondering: When do I need to sign up for Medicare? How do I sign up?

Social Security and Medicare - What’s New for 2022
Social Security and Medicare – What’s New for 2022

Get the latest updates from Social Security and Medicare and the changes expected to these programs in the upcoming year.

Preparing For Long Term Care Expenses in Retirement
Preparing for Long-Term Care Expenses in Retirement

Long-term care expenses represent a significant threat to your retirement outlook and can deplete a retirement nest egg quickly.

Meld News

Mark Mcgarvey, Chairman of Meld Financial, Kyle Whittington, President of Meld Financial
Announcing: Mark McGarvey, Chairman, Kyle Whittington, President

Meld News

Join us in congratulating Mark McGarvey, Chairman, and Kyle Whittington, President, on their new roles at Meld Financial.

Congratulations Pat Burris, CFP® of Meld Financial
Join Us in Congratulating Pat Burris

Meld News

After 24 years of full-time employment with Meld Financial, Pat will be transitioning to a part-time consulting role as she starts the journey into retirement.

Mark McGarvey and wife Lynn Campisi introduce Meld University Cooks: New Orleans Pecan Pralines
Meld University Cooks: New Orleans Style Pecan Pralines

Meld News

As a gift to our clients and all of you in this unconventional holiday season, Lynn Campisi will show you how to make New Orleans Pecan Pralines.

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 - Chairman - Meld Financial

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

-Mark McGarvey, Chairman