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
Weekly Economic Update
September 25, 2023School of Financial Wellness
Stocks slumped. The FOMC held interest rates steady and updated projections. Existing home sales and home builder confidence fell.
What Type of Life Insurance Do You Need?
September 21, 2023School of Financial Wellness
While the value of live insurance is clear, it can be challenging to choose the right type of policy for your family’s situation.
Do You Qualify for Social Security Spousal Benefits?
September 7, 2023School of Social Security & Medicare
If you’ve ever been married, you could be eligible for Social Security spousal benefits. Learn whether you qualify for these benefits and how much income you could receive.
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
Everything You Need to Know About Social Security
When: Tuesday, October 24th, 6:00 - 7:30 CDT
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2024.
Get a Better Understanding of Medicare and Learn What’s New for 2024
When: Tuesday, November 14th, 6:00 -7:30 PM CST
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover what you need to know about Medicare including when to enroll, how much it costs, and supplement options.
Meld News
Announcing New Owner and New Partner
March 31, 2023Meld News
President Kyle Whittington accepted ownership of Meld following Mark McGarvey’s retirement and Blake May became a partner.
Meld Financial Announcement
December 20, 2021Meld News
Meld Financial is pleased to formally announce an exciting change to our current structure. Read this article to learn the details.
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.
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, Founder
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