PROTECT YOUR LEGACY WITH FIRST MERCHANTS PRIVATE WEALTH ADVISORS

A team you can trust

Why is having a trustworthy financial team so important to meeting your goals? Your financial ambitions are unique and dynamic, and you need a team to match. We employ a group of wealth advisors and managers alongside private bankers and portfolio managers to work with outside partners from the tax, accounting and legal fields. We also prioritize the inclusion of your family and business relationships in the decision-making process, so all parties remain on the same page.

We’re in this together.

We partner with individuals, families and organizations to provide comprehensive solutions and personal services. Here's how we do it:

• Powerful Local Resources: We offer broad advisory capabilities through engaged and empowered leaders.
• Comprehensive and Coordinated Approach: We surround our clients with a team of experts ready to deliver financial solutions focused on long-term success.
• Standard of Excellence: We build powerful, intergenerational relationships by delivering proactive service and advocating for our clients.

A financial plan as unique as your goals

You can expect clear, custom solutions when you engage our private wealth team in your financial planning. First, we assess your current situation by reviewing your portfolio and estate plan. Then we can evaluate your short- and long-term goals. We consider the tax impact of your goals and how to best manage and transfer assets. From there, we can review and implement a strategy with well-defined recommendations.

Because you have access to a full team of banking professionals, we will always have someone available to address your needs. This approach provides access to the most experienced and attentive specialists. With First Merchants private wealth professionals on your side, you can have full confidence that your financial dreams are secure for generations to come.