Mark McGarvey, CFP®

December 17, 2019

School of

 Mark McGarvey, CFP® - President Meld Financial

Join us for our next Meld University Event, “Medicare Educational Webinar Exclusively for CPAs & Attorneys” with speaker Patricia L. Burris, CFP® on May 26, 2020 at 3 p.m. Click here to reserve your seat.

 

Mark has been in the financial service business since 1976 and formed Meld Financial in 1984. He developed our motto: “We provide independent and objective services melded with customer-driven financial goals”, which sums up how he feels about the direction Meld has taken.

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