Important Links

Welcome to Meld Financial. Scroll through this page to find an updated list of important links to valuable content and events on our website that pertain to Wealth Management, Retirement Planning, Investing and the Economy. Through Meld University, our gift to the public, we provide articles, webinars, and live, in-person events at no cost to you.

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Recent Articles

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

The Supreme Court struck down IEEPA tariffs. GDP slowed considerably in the fourth quarter. The PCE Inflation Rate rose marginally.

A man filing 2025 taxes online
4 Ways to Reduce Your 2025 Taxes Before the Deadline

School of Financial Wellness

Consider these four last-minute strategies to reduce your 2025 income tax burden before the April 15th filing deadline.

A retired couple reviewing premiums for a life insurance policy
Is Permanent Life Insurance Jeopardizing Your Retirement Plan? A Case Study.

School of Financial Wellness

Permanent life insurance policies often have expensive monthly premiums, which can undermine your ability to save for retirement.

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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