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

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

Donald Trump survived an assassination attempt. Consumer prices declined according to the BLS. Inflation expectations fell.

A retired woman relaxing on a sofa
Are You Retirement Ready? A Case Study

School of Saving and Investing

A client believed she wasn’t financially ready to retire but a second opinion from Meld helped her enter retirement confidently.

The U.S. Capitol building symbolizing government policy
Monetary Vs. Fiscal Policy

School of Financial Wellness

Monetary and fiscal policy are two methods that the federal government and the Federal Reserve use to influence the economy.

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 microphone sitting in front of an auditorium.
Meld Spring Sponsorships and Webinars Announced

Meld News

We will be sponsoring several community events this spring and hosting valuable webinars on Social Security and Medicare.

Kyle Whittington, Owner and President of Meld Financial & Blake May, Partner
Announcing New Owner and New Partner

Meld News

President Kyle Whittington accepted ownership of Meld following Mark McGarvey’s retirement and Blake May became a partner.

Meld Financial, Inc. - Independent Wealth Management, Financial Planning, CFP®, Investing
Meld Financial Announcement

Meld News

Meld Financial is pleased to formally announce an exciting change to our current structure. Read this article to learn the details.

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