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.
Latest Articles
When am I Eligible for Medicare Benefits?
April 14, 2021School of Social Security & Medicare
Medicare eligibility is tricky, but it has become even more complicated for those taking time off work due to the pandemic.
Key Financial Data for 2021
April 6, 2021School of Financial Wellness
Our handy reference guide of 2021 financial data and information related to exemptions, deductions, tax brackets, Social Security, Medicare and more.
5 Characteristics of a Quality Wealth Manager
April 1, 2021School of Financial Wellness
Looking for a quality wealth manager? We pulled together our list of the 5 most important qualities to consider during your search.
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
Shred-It to benefit Children’s Hospital of Alabama
When: Saturday, May 1st from 10:00 AM to 1:00 PM
Where: Meld Financial Office - Click for Directions
Speaker: N/A
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.
Preparing for Long-Term Care Expenses in Retirement
When: Tuesday, May 11th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Blake May, J.D., CFP®
Long-term care expenses represent a significant threat to your retirement outlook and can deplete a retirement nest egg quickly.
Financial Fingerprint: How to Approach Your Retirement Questions
When: Tuesday, July 13th, 2021 at 3:00 - 4:00 PM CDT
Where: Online Webinar
Speaker: William D. Connor, VP of Financial Planning
We are excited to introduce Financial Fingerprint™, our unique, retirement-focused planning process. Join us for this no-cost webinar to learn more!
Meld News
Weekly Economic Update
April 19, 2021Meld News
Equities continue to rally despite vaccine issues. Recent data indicates healthy inflation and retail sales figures.
Announcing: Mark McGarvey, Chairman, Kyle Whittington, President
March 1, 2021Meld News
Join us in congratulating Mark McGarvey, Chairman, and Kyle Whittington, President, on their new roles at Meld Financial.
Join Us in Congratulating Pat Burris
February 2, 2021Meld 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.
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.
“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”
-Mark McGarvey, Chairman
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