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.

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.

Weekly Economic Update 8/24/26:Treasury announced increased bond purchases. Fed minutes released. Business activity hit ...
08/24/2026

Weekly Economic Update 8/24/26:
Treasury announced increased bond purchases. Fed minutes released. Business activity hit a 52-month high. Pending home sales fell.

Capital gains are the reward for smart investing – but taxes can quietly take a big bite. Learn the 2026 rates, the 0% b...
08/19/2026

Capital gains are the reward for smart investing – but taxes can quietly take a big bite. Learn the 2026 rates, the 0% bracket, and the home sale exclusion. Read the full guide to keep more of what you earn.

Consumer inflation eased slightly over the year. Retail sales fell for the first time since October. Producer prices hel...
08/17/2026

Consumer inflation eased slightly over the year. Retail sales fell for the first time since October. Producer prices held steady.

Jobs unexpectedly declined in July. Stocks rose to records. Treasury yields fell. ISM manufacturing and services showed ...
08/10/2026

Jobs unexpectedly declined in July. Stocks rose to records. Treasury yields fell. ISM manufacturing and services showed expansion.

A post-retirement consulting offer can be a great opportunity, as long as you know where the tax cliffs are. Learn how t...
08/05/2026

A post-retirement consulting offer can be a great opportunity, as long as you know where the tax cliffs are. Learn how to keep a good gig from quietly costing you thousands.

The Fed kept interest rates unchanged. Q2 real GDP grew at a 1.5% annual rate. Major tech firms reported quarterly resul...
08/03/2026

The Fed kept interest rates unchanged. Q2 real GDP grew at a 1.5% annual rate. Major tech firms reported quarterly results.

Crude sharply higher amid Middle East fighting. A new tariff regime took effect. Tech stocks tumbled. The labor market t...
07/27/2026

Crude sharply higher amid Middle East fighting. A new tariff regime took effect. Tech stocks tumbled. The labor market tightened.

Consumer inflation cooled in June. Retail sales edged higher. Producer prices dropped, led by energy.
07/20/2026

Consumer inflation cooled in June. Retail sales edged higher. Producer prices dropped, led by energy.

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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