Our Approach

Assess Situation

Composition of Net Worth, Current Portfolio, & Estate Plan

Identify Goals

Short-Term, Long-Term, Asset Management & Transfer, Tax Strategy

Design Solution

Create Custom, Prioritized & Actionable Recommendations

Implement Strategy

Review Strategy, Manage Implementation & Execution

Our Team Approach

Your financial ambitions are unique and dynamic,

and you need an attentive team to match. By working with First Merchants, you gain access to a network of financial professionals with your best interest in mind. We employ a group of adaptive wealth advisors and managers alongside attentive private bankers and portfolio managers to work with outside partners from the tax, accounting and legal fields to help you prosper.