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
March 20, 2023School of Financial Wellness
Turmoil in the banking sector continued. Consumer prices rose but at a slower annual pace. Retail sales fell in February.
Retirement Planning Resource Guide
March 16, 2023School of Financial Wellness
Preparing for retirement involves considering your vision for the future and setting aside funds to bring your dream to reality.
3 Ways to Reduce Your 2022 Taxes Before the Deadline
March 9, 2023School 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
When: Wednesday, March 22nd 3:00 PM - 4:00 PM CDT
Where: Online Webinar
Speaker: Olivia Hails, APMA
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.
Shred-It to Benefit Children’s Hospital of Alabama
When: Saturday, April 22nd from 9:00 AM to 12:00 PM
Where: Meld Financial Office - Click for Directions
Speaker: N/A
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.
Social Security: What You Need to Know to Maximize Your Retirement Income
When: Tuesday, May 9th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
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 Announcement
December 20, 2021Meld News
Meld Financial is pleased to formally announce an exciting change to our current structure. Read this article to learn the details.
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.
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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