Join Us for Our Next Meld University Events:
Transitioning to Medicare
When: Tuesday, 4/22/25 from 3 – 4 PM CST
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Medicare webinar will cover Medicare enrollment, supplement plans, strategies for maximizing benefits, and 2025 program updates.
10th Annual: Document Shredding to Benefit Children’s Hospital of Alabama
When: Saturday, April 26th, 9:00 AM - 12:00 PM
Where: Meld Financial Office
Speaker: N/A
Meld Financial will be hosting our 10th annual Shred-It event on April 26th to benefit the Children’s Hospital of Alabama.
Recent Articles
Weekly Economic Update
March 24, 2025School of Financial Wellness
The FOMC maintained interest rates. Gold prices hit a new high. Existing home sales rose. Retail sales recovered some losses.
Types of Ownership for Brokerage Accounts
March 20, 2025School of Saving and Investing
You have options to define the ownership of brokerage assets, and the choice determines access to funds, taxes, and inheritance.
Traditional Vs Roth IRA
March 13, 2025School of Saving and Investing
Traditional and Roth IRAs can help you achieve retirement goals and minimize taxes while maintaining control of your funds.
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.
