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.

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Latest Articles

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

Stocks slumped. The FOMC held interest rates steady and updated projections. Existing home sales and home builder confidence fell.

A paper cutout of a family in front of someone signing life insurance documents.
What Type of Life Insurance Do You Need?

School of Financial Wellness

While the value of live insurance is clear, it can be challenging to choose the right type of policy for your family’s situation.

A senior couple excited to learn about social security spousal benefits.
Do You Qualify for Social Security Spousal Benefits?

School of Social Security & Medicare

If you’ve ever been married, you could be eligible for Social Security spousal benefits. Learn whether you qualify for these benefits and how much income you could receive.

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

Senior couple reading about their Social Security benefits on a laptop.
Everything You Need to Know About Social Security

This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2024.

Meld University Presents: Get a Better Understanding of Medicare and Learn What’s New for 2024
Get a Better Understanding of Medicare and Learn What’s New for 2024

This event will cover what you need to know about Medicare including when to enroll, how much it costs, and supplement options.

Meld News

Kyle Whittington, Owner and President of Meld Financial & Blake May, Partner
Announcing New Owner and New Partner

Meld News

President Kyle Whittington accepted ownership of Meld following Mark McGarvey’s retirement and Blake May became a partner.

Meld Financial, Inc. - Independent Wealth Management, Financial Planning, CFP®, Investing
Meld Financial Announcement

Meld News

Meld Financial is pleased to formally announce an exciting change to our current structure. Read this article to learn the details.

Mark Mcgarvey, Chairman of Meld Financial, Kyle Whittington, President of Meld Financial
Announcing: Mark McGarvey, Chairman, Kyle Whittington, President

Meld News

Join us in congratulating Mark McGarvey, Chairman, and Kyle Whittington, President, on their new roles at Meld Financial.

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.

Mark McGarvey - Founder - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, Founder