Updated September 15, 2023
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Meld Financial

Investment Advisor Firm
Total assets under management$512M
Years in business38+

About Meld Financial

Meld Financial, an established independent wealth management firm headquartered in Birmingham, AL, is committed to helping individuals, families, trusts, foundations, and institutions achieve their financial aspirations. With a mission to provide tailored, customer-driven financial solutions, Meld Financial is a beacon of local expertise and experience.

Their comprehensive services encompass Retirement Wealth Management, Financial Planning, and Investments, ensuring clients' financial needs are met from wealth accumulation to legacy planning. The cornerstone of Meld's approach is the development of each client's unique "Financial Fingerprint", which guides personalized financial plans, investment strategies, and tax-efficient solutions.

Meld Financial boasts a dedicated team of professionals, including certified financial planners, investment managers, tax consultants, and legal specialists, ensuring that every facet of a client's financial journey is meticulously managed. Their commitment to excellence extends to providing valuable resources through Meld University, empowering clients with knowledge to make informed decisions.

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Monthly Fee
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Assets Under Management

Regulatory filings

Areas of specialty

  1. Retirement Wealth Management
  2. Financial Planning
  3. Investments
  4. Tax Efficiency
  5. Estate Planning
  6. Risk Management
  7. Employee Benefits
  8. Executive Benefits

More about Meld Financial

DesignationsMinimum asset threshold
N/AN/A
Firm CRD NumberNumber of advisors
11889611

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Meld Financial.

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