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
January 24, 2022School of Financial Wellness
China cut rates and urged the U.S. to keep rates low. Existing home sales reached a 15-year high. Jobless claims rose.
Max Contribution Limit for 401k Increased for 2022
January 13, 2022School of Employer Plans
Contribution limits for 401(k)s and other employer sponsored retirement plans will increase in 2022.
Key Financial Data 2022
January 6, 2022School of Financial Wellness
Our handy reference guide of 2022 financial data and information related to exemptions, deductions, tax brackets, Social Security, Medicare and more.
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
Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties
When: Tuesday, February 22nd, 3:00 to 4:00 PM CST
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Are you or a loved one over age 60, or retiring soon, and wondering: When do I need to sign up for Medicare? How do I sign up?
DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income
When: Tuesday, March 22nd, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Kyle Whittington, CFP®, President of Meld Financial
Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.
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
Complete the form below and a member of the Meld Financial Team will contact you during business hours.