The Meld Financial Difference

Situational Investing

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Investment Management
with a Financial Planning Perspective

Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL. We specialize in financial planning, investment management, and employee and executive benefits for individuals and families, trusts, foundations and institutions. We provide independent and objective services melded with customer-driven financial goals.

At Meld Financial, the recommendations we offer and the decisions we make originate from our guiding principle:

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

-Mark McGarvey, President

Upcoming Events

Savvy Social Security Planning for Baby Boomers (6/12/2018)

Date and place: Tuesday, June 12th from 5:45 to 7:30 PM at EBSCO Industries, 5724 Hwy. 280 East, B’ham AL 35242

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Savvy Social Security Planning for Baby Boomers (8/21/18)

Date and place: Tuesday, August 21, 2018 from 5:45 to 7:30 PM at Birmingham Botanical Gardens

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What Baby Boomers Need to Know about Medicare Planning

Date and place: Tuesday, September 18, 2018 from 5:45 to 7:30 PM at Birmingham Botanical Gardens

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