Welcome to Meld Financial. Scroll through this page to find an updated list of important links to valuable content on our website that pertains 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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Join Us for Our Next Meld University Events:

Senior couple reading about their Social Security benefits on a laptop.
Everything You Need to Know About Social Security

This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2024.

Meld University Presents: Get a Better Understanding of Medicare and Learn What’s New for 2024
Get a Better Understanding of Medicare and Learn What’s New for 2024

This event will cover what you need to know about Medicare including when to enroll, how much it costs, and supplement options.

Recent Articles

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

Stocks slumped. The FOMC held interest rates steady and updated projections. Existing home sales and home builder confidence fell.

A paper cutout of a family in front of someone signing life insurance documents.
What Type of Life Insurance Do You Need?

School of Financial Wellness

While the value of live insurance is clear, it can be challenging to choose the right type of policy for your family’s situation.

A senior couple excited to learn about social security spousal benefits.
Do You Qualify for Social Security Spousal Benefits?

School of Social Security & Medicare

If you’ve ever been married, you could be eligible for Social Security spousal benefits. Learn whether you qualify for these benefits and how much income you could receive.

Click here to visit Meld University to see all our articles.

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