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