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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

Retirement Planning – From Growth to Income

Date and place: Tuesday, November 13, 2018 from 5:45 to 7:30 PM at Birmingham Botanical Gardens

Register to attend


Estate Planning

Date and place: Tuesday, December 4, 2018 from 5:45 to 7:30 PM at Birmingham Botanical Gardens

Register to attend


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