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The Long View - 2020 Business Vision

The Long View - 2020 Business Vision

Private Wealth Advisor Mission

We partner with individuals, families and organizations to provide comprehensive solutions and personal service in pursuit of a secure financial future.

With more than 100 PROFESSIONALS, our team administers assets in excess of $4 BILLION – we are experts in private wealth who bring dedicated expertise to our clients as attorneys, CFAs, CFPs, CTFAs, CRPSs, CPAs and ChFCs.

We create value for our clients through:

  • POWERFUL LOCAL RESOURCES We deliver broad advisory capabilities through local, engaged and empowered leaders.
  • COMPREHENSIVE AND COORDINATED APPROACH We surround our clients with a team of experts to deliver financial solutions focused on their long-term financial success.
  • STANDARD OF EXCELLENCE We deliver proactive service and client advocacy as we look to build powerful, intergenerational relationships.
Read the First Merchants Private Wealth Advisors President Letter
Download the full pdf of the 2020 Business Vision The Long View