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.

Upcoming Events

Financial Planning Seminar- What to Expect; Why it Matters

Date and place: August 22, 2017 5:45PM to 7:30PM at Birmingham Botanical Gardens

Register to attend

What Baby Boomers Need to Know about Medicare Planning

Date and place: September 28th, 2017 from 5:45PM to 7:30PM at Birmingham Botanical Gardens

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Estate Planning Educational Workshop

Date and place: October 17th, 2017 from 5:45PM to 7:00PM at Birmingham Botanical Gardens

Register to attend

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