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Explore the Schools of Meld University

Our School of Financial Wellness conducts classes and publishes articles to help you become financially organized, so you can plan for your retirement and savings goals.

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

More tariff news. Fed minutes showed diverging opinions. Mortgage rates rose. Consumer economic expectations improved.

A checklist of qualities to look for in a good financial advisor
The 5 Most Important Qualities to Seek in a Financial Planner

School of Financial Wellness

Looking for a financial planner? We’ve compiled a list of the top qualities to consider in your search for the right advisor.

A retiree doing part-time work
Working Part Time in Retirement: Benefits and Considerations

School of Financial Wellness

Consider these financial, emotional, and social implications before deciding to pursue part-time work during retirement.

Click here to see all articles and events from the School of Financial Wellness.

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Stay Current With Our Weekly Economic Update

Start your week with a recap last week’s market action and a list of the upcoming week’s key events.

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

More tariff news. Fed minutes showed diverging opinions. Mortgage rates rose. Consumer economic expectations improved.

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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