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

What Baby Boomers Need to Know about Medicare Planning

Date and place: Tuesday, April 10, 2018 from 5:45 to 7:30 PM at Birmingham Botanical Gardens

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Ask the Expert – Social Security Benefits, Sponsored by VIVA Health Café

Date and place: Wednesday, April 25, 2018 from 10:00 – 11:00 AM at VIVA Grand River Café

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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

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