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.

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Latest Articles

A portion of an American Flag and a letter from the Social Security Administration with the words “Important Information” written on it.
Social Security Windfall Elimination Provision & Government Pension Offset

School of Social Security & Medicare

The Social Security Windfall Elimination Provision [WEP] and Government Pension Offset [GPO] rules can impact your retirement plan.

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

The latest jobs report misses expectations. Supply shortages impact inflation. The U.S. supports a COVID-19 vaccine patent waiver.

Medicare Eligibility written on a document on a clipboard
When am I Eligible for Medicare Benefits?

School of Social Security & Medicare

Medicare eligibility is tricky, but it has become even more complicated for those taking time off work due to the pandemic.

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

Financial Fingerprint™ by Meld Financial. Secure YOUR retirement plan.
Financial Fingerprint: How to Approach Your Retirement Questions

We are excited to introduce Financial Fingerprint™, our unique, retirement-focused planning process. Join us for this no-cost webinar to learn more!

DEFENSE WINS RETIREMENT™
DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income

Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.

Security Filing Strategies
Social Security: What You Need to Know to Maximize Your Retirement Income

Social Security is far more complicated than most people realize. The decisions you make now will have a tremendous impact on the total amount of benefits you will receive over your lifetime.

Meld News

Mark Mcgarvey, Chairman of Meld Financial, Kyle Whittington, President of Meld Financial
Announcing: Mark McGarvey, Chairman, Kyle Whittington, President

Meld News

Join us in congratulating Mark McGarvey, Chairman, and Kyle Whittington, President, on their new roles at Meld Financial.

Congratulations Pat Burris, CFP® of Meld Financial
Join Us in Congratulating Pat Burris

Meld News

After 24 years of full-time employment with Meld Financial, Pat will be transitioning to a part-time consulting role as she starts the journey into retirement.

Mark McGarvey and wife Lynn Campisi introduce Meld University Cooks: New Orleans Pecan Pralines
Meld University Cooks: New Orleans Style Pecan Pralines

Meld News

As a gift to our clients and all of you in this unconventional holiday season, Lynn Campisi will show you how to make New Orleans Pecan Pralines.

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 - Chairman - Meld Financial

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

-Mark McGarvey, Chairman