The Meld Advantage
Your Financial Fingerprint®
What is a Financial Fingerprint®?
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 Fingerprint®, we will understand your financial situation in detail, so we can help you make the best decisions for your retirement and your future.
Latest Articles
Retirement Planning Resource Guide
July 2, 2026School of Financial Wellness
A complete guide to the resources behind a strong retirement plan, from saving and investing to tax and estate planning.
Weekly Economic Update
June 29, 2026School of Financial Wellness
First-quarter GDP growth was revised upward to 2.1%. May PCE inflation accelerated to 4.1%. Iran ceasefire remained fragile.
Comprehensive Guide to Medicare
June 26, 2026School of Social Security & Medicare
Medicare provides health coverage for a majority of retired Americans. This resource guide contains everything you need to know.
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!
Upcoming Meld University Events
Meld News
Join Us In Celebrating the Retirement of Pat Burris
February 27, 2026Meld News
After 40 years in the financial services industry, including over 25 with Meld, Pat Burris, CFP® is entering a well-earned retirement.
Spring 2025 Sponsorships, Events, And Webinars
February 25, 2025Meld News
This spring, we will sponsor several community events, host our annual shredding event, and provide two valuable webinars.
Furthering Education to Better Serve You
January 30, 2025Meld News
Four Meld Financial employees recently received new certifications that will help them to better serve you.
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.
