Sign Up for Our Mailing List

Join Us for Our Next Meld University Events:

Recent Articles

Oil pumps with an overlay of financial charts
Rising Oil Prices and Your Portfolio

School of Financial Wellness

Rising oil prices can impact your stocks, bonds, and cash holdings as well as the overall economic outlook.

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

U.S. gas prices hit $4 per gallon. The unemployment rate declined marginally. Average wages rose while weekly hours declined.

An estate lawyer helping a couple establish a trust
The Basics of Trusts

School of Financial Wellness

A trust can be a valuable tool to protect assets from creditors, tailor your estate plan, avoid probate, and maintain privacy.

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