The Meld Advantage
Your Financial FingerprintTM
What is a Financial FingerprintTM?
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 FingerprintTM, 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
Weekly Economic Update
July 26, 2021School of Financial Wellness
COVID-19 cases rising. Earnings season reveals more positive results. Housing market shows signs of slowing.
Retirement Accounts: A Comprehensive Guide
July 1, 2021School of Saving and Investing
There are so many different types of retirement accounts, it can be difficult to keep track. This handy guide makes it easy.
Money Management During Retirement
June 8, 2021School of Financial Wellness
Money management during retirement can be quite different, and proper planning is critical to making the most of your savings.
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
Social Security Educational Webinar Exclusively for CPAs & Attorneys
When: Tuesday, August 17, 2021 at 3:00 - 4:00 PM
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Learn some of the nuances with Social Security at the 1-hour CPE/CLE educational webinar exclusively for CPAs and Attorneys, hosted by Meld Financial.
DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income
When: Tuesday, August 24th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Kyle Whittington, CFP®
Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.
Medicare Educational Webinar Exclusively for CPAs & Attorneys
When: Tuesday August 31, 2021 from 3:00 - 4:00 PM
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Learn how Medicare works and when you can get premiums reduced at this educational webinar for CPAs and Attorneys, presented by Meld University.
Meld News
Announcing: Mark McGarvey, Chairman, Kyle Whittington, President
March 1, 2021Meld News
Join us in congratulating Mark McGarvey, Chairman, and Kyle Whittington, President, on their new roles at Meld Financial.
Join Us in Congratulating Pat Burris
February 2, 2021Meld News
After 24 years of full-time employment with Meld Financial, Pat will be transitioning to a part-time consulting role as she starts the journey into retirement.
Meld University Cooks: New Orleans Style Pecan Pralines
December 7, 2020Meld News
As a gift to our clients and all of you in this unconventional holiday season, Lynn Campisi will show you how to make New Orleans Pecan Pralines.
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.
“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”
-Mark McGarvey, Chairman
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