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.

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Latest Articles

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

The CPI inflation rate slowed to a 4-year low. New construction home building activity slowed. Retail sales rose marginally.

A retiree doing part-time work
Working Part Time in Retirement: Benefits and Considerations

School of Financial Wellness

Consider these financial, emotional, and social implications before deciding to pursue part-time work during retirement.

A couple reviewing their debts
How Does Debt Affect Your Retirement Plan?

School 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!

Meld News

A calendar with a pin marking an important date and the words “Spring 2025 Events”
Spring 2025 Sponsorships, Events, And Webinars

Meld News

This spring, we will sponsor several community events, host our annual shredding event, and provide two valuable webinars.

Meld Financial team members, Ashley Burrell, Madison Caswell, Stevie Fleming, and Holly Criss with the word “Congratulations”
Furthering Education to Better Serve You

Meld News

Four Meld Financial employees recently received new certifications that will help them to better serve you.

Justin Tackett, Associate Wealth Manager at Meld Financial
The Meld Team Is Growing! We Are Pleased to Welcome Justin Tackett

Meld 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.

Mark McGarvey - Founder - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, Founder