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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.

Paper cutout of a retired man and woman holding hands, standing on top of stacks of quarters, indicating they’ve taken steps to secure their retirement plan
5 Important Steps to Retirement Planning

School of Financial Wellness

Retirement planning is a complex process, but there are some basics. These 5 steps will get you on the right track to planning for your retirement goals.

Meld University presents COVID-19 stock market investment update
COVID-19 Update from Meld University

School of Financial Wellness

The U.S. has over 3.8 million cases of COVID-19 and over 141k deaths. Case number are escalating rapidly, again. How will this impact your investments?

A person is writing a check and counting money with a calculator. The FINANCIAL FINGERPRINT™ logo by Meld Financial is present in the bottom right-hand corner.
How Much Do I Need to Retire?

School of Financial Wellness

There is no one-size-fits-all answer. But, once you have your FINANCIAL FINGERPRINT™, you will know how much it will take to meet your retirement goals.

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Attend a Meld University Event

Defense wins retirement
Defense Wins Retirement: Shifting Your Strategy from Growth to Income

Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.

Security Filing Strategies
Social Security Planning: What You Need to Know to Maximize Your Retirement Income

Social Security is far more complicated than most people realize. The decisions you make now will have a tremendous impact on the total amount of benefits you will receive over your lifetime.

medicare and managing health care expenses in retirement
Medicare and Managing Health Care Expenses in Retirement

Are you or a loved one over age 60, or retiring soon, and wondering: When do I need to sign up for Medicare? How do I sign up?

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 Meld News

U.S. equities advanced after an upbeat jobs report; the S&P 500 nears mid-March highs. President Trump signs executive orders as congress is gridlocked.

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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 - President - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, President