Kyle Whittington, CFP®

Kyle has been in the financial services business since 2006, joining Meld Financial in January 2007. Kyle was promoted to President of Meld Financial in 2021 and continues to service Meld’s individual clients with their investment portfolio needs. In addition, Kyle oversees Meld’s Investment Department, focusing on design and implementation of investment plans for clients. Kyle also maintains our investment platforms, including Meld’s mutual fund portfolios, bond ladders, and stock portfolios. View Kyle's LinkedIn Profile. Education: M.S. Human Environmental Sciences (Financial Planning), University of Alabama – 2006 B.S. Commerce and Business Administration (Finance), University of Alabama – 2005 CERTIFIED FINANCIAL PLANNER™ – 2009 Securities Licenses: Series 7, 24 and 66
Managing your finances like the wealthy
10 Ways to Manage Your Finances Like the Wealthy
 March 15, 2019

School of Financial Wellness

If you ask 100 wealthy people how they attained their fortune, you are likely to hear 100 different answers. But one point on which many of them will agree is that it’s much harder to get wealthy than it is to stay wealthy.

family packing boxes
Situational Investing – The Concept
 February 1, 2019

School of Saving and Investing

Situational Investing – the concept is simple at first glance. People know they should invest according to their specific situation, but it not that simple.

what is so special about a certified financial planner?
CFP®: What it means – Why it’s important
 November 8, 2018

School of Financial Wellness

The first step in finding the right financial advisor is to learn the basics, starting with what it means to be a Certified Financial Planner.

Meld Financial provides comprehensive wealth management solutions for our clients.
Wealth Management: Independent vs. Everyone Else
 August 17, 2018

School of Financial Wellness

When the time comes to get help with wealth management, who should you trust with your nest egg? In this article we explore your options.

papers and a scale - choosing a financial advisor, like any financial decision, can be daunting
What to Consider When Choosing a Financial Advisor
 July 19, 2018

School of Financial Wellness

Don’t let your emotions get in the way when choosing a financial advisor. Our president, Mark McGarvey provides some tips to help you make a smart choice.

Sign from IRS Building that reads "Internal Revenue Service"
IRS Provides Guidelines for Safe-Harbor Hardship Distributions from 401(k) Plans
 April 13, 2017

School of Saving and Investing

In its March 2, 2017 Employee Plan News publication, the IRS included their memorandum providing guidelines for examiners to determine if a section 401(k) plan hardship distribution is “deemed to be on account of an immediate and heavy financial need” under the safe-harbor standards.