Meld Financial, Inc

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

NEWS AND ANNOUNCEMENTS

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
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 would like to officially announce that Jamie is now […]
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, AL. Tami has over 28 years of banking and wealth management experience with […]