Madison Caswell

School of

Madison Caswell - Associate Wealth Manager at Meld Financial, Inc.

Join us for our next Meld University Event:

Preparing for Long-Term Care Expenses in Retirement presented by Blake May, J.D., CFP®. The webinar will be held on May 11th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.

 

Madison provides essential support in client advisory service and investment portfolio needs. He focuses on detail in investment plans for clients and plays a key role in maintaining our investment platforms and portfolios. Madison has been in the financial services industry since 2018, joining Meld Financial in January of 2021.

Join Us for a Meld University Event

Financial Fingerprint™ by Meld Financial. Secure YOUR retirement plan.
Financial Fingerprint: How to Approach Your Retirement Questions

We are excited to introduce Financial Fingerprint™, our unique, retirement-focused planning process. Join us for this no-cost webinar to learn more!

DEFENSE WINS RETIREMENT™
DEFENSE WINS RETIREMENT™: How to Shift 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: 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.

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Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

The latest jobs report misses expectations. Supply shortages impact inflation. The U.S. supports a COVID-19 vaccine patent waiver.

Wealth managers are key to your investment strategy.
5 Characteristics of a Quality Wealth Manager

School of Financial Wellness

Looking for a quality wealth manager? We pulled together our list of the 5 most important qualities to consider during your search.

Security Filing Strategies
What is Your Social Security Full Retirement Age and Why It Matters?

School of Social Security & Medicare

The Social Security defines Full Retirement Age (FRA) as the age at which you are entitled to receive your full Social Security benefits known as Primary Insurance Amount (PIA).

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 - Chairman - Meld Financial

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

-Mark McGarvey, Chairman