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

Treasury yields reached multi-year highs. The president ordered dyed diesel tax relief. The trade deficit widened in August.

A retiree selecting a health insurance plan represented by a button with a medical cross surrounded by other healthcare icons.
Health Insurance for Early Retirees

School of Social Security & Medicare

Early retirees have several options for maintaining health insurance in the years before they reach Medicare eligibility.

A hand holds a mock $1,000 check from Uncle Sam labeled "A Gift For Your New Child," set against the U.S. Capitol and an American flag in the background.
Your Guide to Trump Accounts for Children

School of Saving and Investing

A guide to Trump Accounts for children – the $1,000 federal seed, annual limits, index-fund investing, and taxes at withdrawal.

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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