Sign Up for Our Mailing List

Join Us for Our Next Meld University Events:

Recent Articles

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

Consumer prices accelerated in April. Kevin Warsh was confirmed as the new Fed chair. Trump and Xi concluded their summit.

A couple making an online charitable contribution
Maximizing The Benefit of Your Charitable Contributions

School of Financial Wellness

The method you use to donate to charity should maximize the benefit to your chosen organization and your tax return.

A retired couple planning RMDs from their retirement accounts
When Do I Need to Take RMDs?

School of Saving and Investing

The age at which you must begin Required Minimum Distributions varies based on whether you opened or inherited the account.

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