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


In November, Mark penned a letter on the State of the Company that was mailed to all of Meld Financial’s clients.  In the letter, Mark shared the news that Kyle Whittington, CFP® has become the first partner and an equity owner of Meld Financial, Inc.  Click below to read Mark’s 2016 State of the Company letter and learn more about Kyle’s new role.

Mark and Kyle shake hands - Kyle Whittington name new partner

Upcoming Events

Investment Planning – From Growth to Income

Date and place: Tuesday, March 20, 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, 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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