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

Shred-It Event for the benefit of Children’s of Alabama

Date and place: Saturday, April 28, 2018 from 10:00 AM to 1:00 PM at Meld Financial

Register to attend


Medicare/Social Security Event, CLE and CPE approval for CPA’s and Attorneys

Date and place: Tuesday, May 8th, 2018 from 7:30 – 10:00 AM at The Harbert Center

Register to attend


Estate Planning

Date and place: Tuesday, May 15, 2018 from 5:45 to 7:30 PM at Birmingham Botanical Gardens

Register to attend


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