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.

Financial Fingerprint Logo

Latest Articles

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

Turmoil in the banking sector continued. Consumer prices rose but at a slower annual pace. Retail sales fell in February.

‘Retirement Guide’ written on a stack of papers with a human hand holding a pen – meant to represent a retirement planning resource guide
Retirement Planning Resource Guide

School of Financial Wellness

Preparing for retirement involves considering your vision for the future and setting aside funds to bring your dream to reality.

A person is working on their 2022 tax plan looking for strategies to lower their tax bill before the deadline.
3 Ways to Reduce Your 2022 Taxes Before the Deadline

School of Saving and Investing

These 3 last-minute tax reduction strategies can help lower your 2022 tax burden before the April 18th filing deadline.

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

Women & wealth: A Practical Approach to Financial Security at Any Age. Live Webinar hosted by Meld.
Women & Wealth: A Practical Approach to Financial Security at Any Age

Do you want to take a more active role in your financial security? Join us for a seminar that focuses on the needs of the female investor.

Meld Financial - Shred It - Event benefiting Children's Hospital of Alabama
Shred-It to Benefit Children’s Hospital of Alabama

Bring your sensitive documents to be securely destroyed by Shred-It on site! Sponsored by Meld Financial for the benefit of Children’s of Alabama.

Security Filing Strategies
Social Security: What You Need to Know to Maximize Your Retirement Income

Social Security is far more complicated than most people realize. The decisions you make now will have a tremendous impact on the total amount of benefits you will receive over your lifetime.

Meld News

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.

Congratulations Pat Burris, CFP® of Meld Financial
Join Us in Congratulating Pat Burris

Meld 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.

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 - Chairman - Meld Financial

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

-Mark McGarvey, Chairman