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

map of the united states with tags on the worst states to retire
The 10 Worst States for Retirement

School of Financial Wellness

Planning the location where you retire can be as impactful to your retirement plan as the amount of money that you have saved.

The 10 Best States for Retirement

School of Financial Wellness

Where you retire can make a major impact on your retirement plan. Some states are better for retirees than others, so here’s our top 10.

‘Retirement Guide’ written on a stack of papers with a human hand holding a pen – meant to represent a retirement planning resource guide
Retirement Planning Resource Guide

School of Financial Wellness

Preparing for retirement involves considering your vision for the future and setting aside funds to bring your dream to reality.

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

Defense wins retirement
Defense Wins Retirement: How to Shift Your Strategy From Growth to Income

Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.

Rollover and Play Dead. Does Your Estate Plan Really Work?
Rollover and Play Dead. Does Your Estate Plan Really Work?

As people age, having proper estate planning documents is even more important. Learn how your assets should be titled and how to avoid costly mistakes.

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

Weekly Economic Update presented by Meld University
Weekly Economic Update

Meld News

Treasury rates are gaining momentum as recent economic data reveals pent up demand for a post-pandemic economy.

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