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Join us for our next live 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 October 12th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.

Recent Articles

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

FOMC members update projections. EIA reports first ever energy trade surplus. China’s Evergrande problem continues.

A couple with shocked expressions is reviewing their Medicare forms. Their expression indicates a costly mistake was made.
Avoid These 7 Common Medicare Mistakes

School of Social Security & Medicare

Medicare funds most of the medical care for retirees. Avoid these mistakes which can lead to higher costs and inadequate coverage.

A twenty-dollar bill has the number 20 scratched out in red and replaced with a 19 to indicate the loss of purchasing power associated with inflation.
How Inflation Impacts Your Retirement Plan

School of Financial Wellness

Rising prices can impact the amount of income you need in retirement, but planning properly can help ease the burden of inflation.

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