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Join us for our next Meld University Event:

Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties presented by Pat Burris, CFP®. The webinar will be held on February 22nd from 3:00 PM – 4:00 PM Central Time. There is no cost to attend, but you must register in advance.

Click here for more details.

Recent Articles

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

China cut rates and urged the U.S. to keep rates low. Existing home sales reached a 15-year high. Jobless claims rose.

A file folder with the label ‘401k’.
Max Contribution Limit for 401k Increased for 2022

School of Employer Plans

Contribution limits for 401(k)s and other employer sponsored retirement plans will increase in 2022.

Key Financial Data 2022 - Meld Financial
Key Financial Data 2022

School of Financial Wellness

Our handy reference guide of 2022 financial data and information related to exemptions, deductions, tax brackets, Social Security, Medicare and more.

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