The Meld Financial Difference

Situational Investing

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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

Upcoming Events

What Baby Boomers Need to Know about Medicare Planning

Date and place: Tuesday, September 18, 2018 from 5:45 to 7:30 PM at Birmingham Botanical Gardens

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Financial Planning – What to Expect, Why it Matters

Date and place: Tuesday, October 16, 2018 from 5:45 to 7:30 PM at Birmingham Botanical Gardens

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Investment Planning – From Growth to Income

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

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