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Recent Articles

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

Consumer sentiment declined. Gas prices rose. Job satisfaction fell. A shooting occurred at the Correspondents’ Dinner.

Social Security retirement savings represented by miniature elderly people sitting on stacks of coins.
Everything You Need to Know About Social Security

School of Social Security & Medicare

Social Security provides a guaranteed source of income for many retirees, but maximizing benefits requires careful planning.

Oil pumps with an overlay of financial charts
Rising Oil Prices and Your Portfolio

School of Financial Wellness

Rising oil prices can impact your stocks, bonds, and cash holdings as well as the overall economic outlook.

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