The Meld Financial Difference

Situational Investing

Start Here
Scroll to top

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

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

Register to attend

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

See all events

Follow Us

Pin It on Pinterest

Share This