Meld Financial
Finance · Alabama, United States · 1-10 Employees
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Overview
Headquarters
3008 Pump House Rd, Vestavia, Alabama, 3...Phone Number
(205) 967-4200Website
www.meldfinancial.comRevenue
<$5 MillionIndustry
About Meld Financial
Meld Financial, Inc. is an independent wealth management firm based in Birmingham, AL, specializing in financial planning, investment management, and employee benefits for individuals, families, trusts, foundations, and institutions. The firm employs a team of CERTIFIED FINANCIAL PLANNERS, investment managers, tax consultants, and wealth management specialists to provide objective services aligned with customer-driven financial goals. Meld Financial also offers educational resources through Meld University, which includes articles, seminars, and videos on various financial topics. Their unique approach includes developing a 'Financial Fingerprint' to understand clients' financial situations in detail.Explore more
Meld Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Meld Financial
<$5M
1-10
Private
<$5M
1986
AB
Ashley BurrellCorporate Plan Services Director, Investments
Meld Financial Tech Stack
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Frequently Asked Questions Regarding Meld Financial
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Meld Financial, Inc. is an independent wealth management firm based in Birmingham, AL, specializing in financial planning, investment management, and employee benefits for individuals, families, trusts, foundations, and institutions. The firm employs a team of CERTIFIED FINANCIAL PLANNERS, investment managers, tax consultants, and wealth management... Read More
