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

Fed monetary policy report released. The trade deficit widened. IMF issued an updated outlook. Senator Graham passed suddenly.

‘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

A complete guide to the resources behind a strong retirement plan, from saving and investing to tax and estate planning.

A doctor providing Medicare covered services to a retiree
Comprehensive Guide to Medicare

School of Social Security & Medicare

Medicare provides health coverage for a majority of retired Americans. This resource guide contains everything you need to know.

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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