The Meld Financial Difference

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

In November, Mark penned a letter on the State of the Company that was mailed to all of Meld Financial’s clients.  In the letter, Mark shared the news that Kyle Whittington, CFP® has become the first partner and an equity owner of Meld Financial, Inc.  Click below to read Mark’s 2016 State of the Company letter and learn more about Kyle’s new role.