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
October 12, 2026School of Financial Wellness
Treasury yields reached multi-year highs. The president ordered dyed diesel tax relief. The trade deficit widened in August.
Health Insurance for Early Retirees
October 7, 2026School of Social Security & Medicare
Early retirees have several options for maintaining health insurance in the years before they reach Medicare eligibility.
Your Guide to Trump Accounts for Children
September 25, 2026School of Saving and Investing
A guide to Trump Accounts for children – the $1,000 federal seed, annual limits, index-fund investing, and taxes at withdrawal.
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
Join Us In Celebrating the Retirement of Pat Burris
February 27, 2026Meld News
After 40 years in the financial services industry, including over 25 with Meld, Pat Burris, CFP® is entering a well-earned retirement.
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.
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.
