Scroll to top

Investment Management

with a Financial Planning Perspective

Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL. We specialize in financial planning, investment management, and employee and executive benefits for individuals and families, trusts, foundations and institutions. We provide independent and objective services melded with customer-driven financial goals. At Meld Financial, the recommendations we offer and the decisions we make originate from our guiding principle:

 

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

-Mark McGarvey, President

Meet our Vice President, Marketing

William B. Caldwell, Jr. Vice President, Marketing Burt joined the Meld Financial team in June 2018 after two decades of being a client.

State of the Company – New Partner JC

In April, Mark penned a letter on the State of the Company that was mailed to all of Meld Financial’s clients, centers of influence and personal associates. In the letter, Mark shared news that Jamie Cornehlsen, CFA® would become partner in a few short weeks. Meld...

MEET OUR NEWEST ADVISOR

Meld Financial is pleased to introduce you to our newest advisor, Tami W. McDonald, CFP®. Tami is the founder and President of Brookstone Wealth Management, LLC. Brookstone is located in Columbus, GA and an affiliate branch of Meld Financial, located in Birmingham,...

Upcoming Events

Financial Planning – What to Expect, Why it Matters (6/11/19)

Date and place: Tuesday, June 11, 2019 from 6:30 to 8:00 PM at Greystone Golf & Country Club - Founder's Clubhouse

Register to attend


Savvy Social Security Planning for Baby Boomers (8/20/19)

Date and place: Tuesday, August 20, 2019 from 6:30 to 8:00 PM at Greystone Golf & Country Club, Founder’s Clubhouse

Register to attend


Medicare Planning and Managing Health Care Expenses in Retirement (9/17/19)

Date and place: Tuesday, September 17, 2019 from 6:30 to 8:00 PM at Greystone Golf & Country Club, Founder’s Clubhouse

Register to attend


See all events

Follow Us

Pin It on Pinterest

Share This