Cahaba Heights Business Spotlight: Meld Financial, Inc.

Mark McGarvey does for his clients what he would do for himself. It’s this concept that the Meld Financial CEO founded his company based on in 1984. 

This philosophy resulted in an approach best explained by the phrase “situational investing,” which was first coined by McGarvey years ago as the company was evolving. 

Situational investing is the company’s approach to working with clients who are seeking advice in today’s rapidly changing marketplace. Meld Financial operates from a simple philosophy based on providing its clients with independent objective services melded with customer driven financial goals. This approach is combined with the firm’s solid expertise in all realms of the financial world, whether it’s financial planning, estate planning, investment management or tax planning. 

According to McGarvey, it is this approach that sets Meld apart from a rapidly expanding market of investment firms and financial advisors. 

“It’s hard for the customer to differentiate,” he said. “With Meld Financial you get a team that’s goal oriented toward what the customer needs.”

This is where Meld Financial’s personal yet objective approach clarifies for the customer how to best accomplish their financial goals. 

“We want to know who you are, what your needs are, your goals and then we just want to find the best way to get you where you need to be,” McGarvey said. 

Meld Financial, located at 3008 Pump House Road, is open Monday through Thursday from 8 a.m. to 5 p.m. and Friday from 8 a.m. to 4 p.m. For more information, call 967-4200 or visit meldfinancial.com. Securities Offered by Triad Advisors. Member FINRA / SIPC.