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
Early Retirement: Can You Do It?
April 22, 2025School of Saving and Investing
Early retirement allows you to pursue passions without career constraints. Answering these questions determines if it is feasible.
Weekly Economic Update
April 21, 2025School of Financial Wellness
Consumer expectations for the labor market deteriorated. The value of the dollar dropped. Residential construction data was mixed.
4 Factors That Can Reduce Your Social Security Benefits
April 10, 2025School of Social Features
These 4 factors can reduce your Social Security benefits. Preparing for them can help you maximize your retirement income.
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
Transitioning to Medicare
When: Tuesday, 4/22/25 from 3 – 4 PM CST
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Medicare webinar will cover Medicare enrollment, supplement plans, strategies for maximizing benefits, and 2025 program updates.
10th Annual: Document Shredding to Benefit Children’s Hospital of Alabama
When: Saturday, April 26th, 9:00 AM - 12:00 PM
Where: Meld Financial Office
Speaker: N/A
Meld Financial will be hosting our 10th annual Shred-It event on April 26th to benefit the Children’s Hospital of Alabama.
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.
