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Join us for our next Meld University Event:

Preparing for Long-Term Care Expenses in Retirement presented by Blake May, J.D., CFP®. The webinar will be held on May 11th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.

Recent Articles

A portion of an American Flag and a letter from the Social Security Administration with the words “Important Information” written on it.
Social Security Windfall Elimination Provision & Government Pension Offset

School of Social Security & Medicare

The Social Security Windfall Elimination Provision [WEP] and Government Pension Offset [GPO] rules can impact your retirement plan.

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

The latest jobs report misses expectations. Supply shortages impact inflation. The U.S. supports a COVID-19 vaccine patent waiver.

Medicare Eligibility written on a document on a clipboard
When am I Eligible for Medicare Benefits?

School of Social Security & Medicare

Medicare eligibility is tricky, but it has become even more complicated for those taking time off work due to the pandemic.

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 - Chairman - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, Chairman