Blake is a Senior Financial Advisor with over 11 years of experience specializing in retirement planning, estate planning, and investment management. Known for a client-first approach, he helps individuals, families and small business owners build comprehensive financial strategies tailored to their long-term goals. With a deep understanding of complex financial landscapes, Blake provides guidance on optimizing retirement income, preserving wealth through thoughtful estate planning, and growing assets through customized investment portfolios. Trusted by clients for clear communication and sound financial insight, Blake is committed to helping clients achieve lasting financial security and peace of mind.
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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.
