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.