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
Rising Oil Prices and Your Portfolio
April 9, 2026School of Financial Wellness
Rising oil prices can impact your stocks, bonds, and cash holdings as well as the overall economic outlook.
Weekly Economic Update
April 6, 2026School of Financial Wellness
U.S. gas prices hit $4 per gallon. The unemployment rate declined marginally. Average wages rose while weekly hours declined.
The Basics of Trusts
April 2, 2026School of Financial Wellness
A trust can be a valuable tool to protect assets from creditors, tailor your estate plan, avoid probate, and maintain privacy.
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.
