Meld Financial

Meld Financial Meld Financial, Inc. is a registered investment advisor. 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. Our proprietary wealth management program, Financial Fingerprint™, is quick to assemble, easy to understand, and simple to modify as your circumstances change.

Plan to retire before 65? If so, you should first understand which health insurance options are available until you're e...
10/07/2026

Plan to retire before 65? If so, you should first understand which health insurance options are available until you're eligible for Medicare and whether you qualify for Marketplace tax credits.

Weekly Economic Update 10/5/26 & Q3 Recap:GDP was revised upward. Inflation held steady. Treasury yields jumped. Hiring ...
10/05/2026

Weekly Economic Update 10/5/26 & Q3 Recap:
GDP was revised upward. Inflation held steady. Treasury yields jumped. Hiring slowed. Plus, a look back at the third quarter.

Weekly Economic Update 9/28/26:New home sales rose in August. Durable goods orders were flat. Business activity grew at ...
09/28/2026

Weekly Economic Update 9/28/26:
New home sales rose in August. Durable goods orders were flat. Business activity grew at the fastest pace in more than five years.

Have a young child at home? The government is offering free money for their future, but the new Trump Account works like...
09/25/2026

Have a young child at home? The government is offering free money for their future, but the new Trump Account works like a retirement IRA – not a college fund. See when it beats a 529 and when a Roth serves your child better.

Weekly Economic Update 9/21/26:The Federal Reserve raised interest rates. Retail sales climbed in August. Fuel prices ro...
09/21/2026

Weekly Economic Update 9/21/26:
The Federal Reserve raised interest rates. Retail sales climbed in August. Fuel prices rose. Industrial production held flat.

Weekly Economic Update 9/14/26:Consumer inflation held steady in August. Wholesale prices kept rising. Crude oil spiked ...
09/14/2026

Weekly Economic Update 9/14/26:
Consumer inflation held steady in August. Wholesale prices kept rising. Crude oil spiked on renewed Strait of Hormuz conflict.

Need cash when most of your net worth is in your house? Here are a few ways to reach it without wrecking your retirement...
09/09/2026

Need cash when most of your net worth is in your house? Here are a few ways to reach it without wrecking your retirement plan.

Weekly Economic Update 9/8/26:Stocks finished mixed. Hiring rebounded in August. Manufacturing and services both expande...
09/08/2026

Weekly Economic Update 9/8/26:
Stocks finished mixed. Hiring rebounded in August. Manufacturing and services both expanded. The U.S. trade deficit widened.

Weekly Economic Update 8/31/26:Warsh warned inflation remained elevated. Economic growth slowed. Trump expanded beef quo...
08/31/2026

Weekly Economic Update 8/31/26:
Warsh warned inflation remained elevated. Economic growth slowed. Trump expanded beef quotas and struck a Venezuela oil deal.

Your Full Retirement Age decides the size of every Social Security check. Claim early and it shrinks for life – wait and...
08/28/2026

Your Full Retirement Age decides the size of every Social Security check. Claim early and it shrinks for life – wait and it grows. Know the earnings test and survivor rules, then plan your claim with confidence.

Address

3008 Pump House Road
Birmingham, AL
35243

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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