Meld Financial

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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.

Do you receive Social Security or plan to claim it in the next few years? See how much the 2027 cost-of-living adjustmen...
10/22/2026

Do you receive Social Security or plan to claim it in the next few years? See how much the 2027 cost-of-living adjustment adds to your monthly benefit and how the increase could change your taxes.

Weekly Economic Update 10/19/26:Consumer inflation accelerated in September. Oil prices rose. AI stocks fell. Social Sec...
10/19/2026

Weekly Economic Update 10/19/26:
Consumer inflation accelerated in September. Oil prices rose. AI stocks fell. Social Security benefits will rise next year.

Weekly Economic Update 10/12/26:Treasury yields reached multi-year highs. The president ordered dyed diesel tax relief. ...
10/12/2026

Weekly Economic Update 10/12/26:
Treasury yields reached multi-year highs. The president ordered dyed diesel tax relief. The trade deficit widened in August.

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.

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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