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.
Latest Articles
Weekly Economic Update
May 19, 2025School of Financial Wellness
The CPI inflation rate slowed to a 4-year low. New construction home building activity slowed. Retail sales rose marginally.
Working Part Time in Retirement: Benefits and Considerations
May 15, 2025School of Financial Wellness
Consider these financial, emotional, and social implications before deciding to pursue part-time work during retirement.
How Does Debt Affect Your Retirement Plan?
May 8, 2025School of Financial Wellness
Debt can help you afford assets to create a successful financial future, or it can be the factor that derails your retirement plan.
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
Meld News
Spring 2025 Sponsorships, Events, And Webinars
February 25, 2025Meld News
This spring, we will sponsor several community events, host our annual shredding event, and provide two valuable webinars.
Furthering Education to Better Serve You
January 30, 2025Meld News
Four Meld Financial employees recently received new certifications that will help them to better serve you.
The Meld Team Is Growing! We Are Pleased to Welcome Justin Tackett
October 4, 2024Meld 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.
