First Merchants Trust Company

First Merchants Trust Company is one of the largest trust organizations in Indiana with assets under management in excess of a billion dollars. We offer a full array of trust services to businesses, individuals, and non-profit organizations.

First Merchants Trust Company is a dedicated team of community minded professionals committed to generational excellence. Our personal attention and proactive communication are what set us apart – and are what our clients tell us they value. We are your neighbors, your co-workers, your local board and committee members interested in the success and prosperity of the communities in which we live and work.

Our depth of knowledge and experience makes it possible for us to meet all of your financial, estate, and retirement planning needs. Our commitment is to be an organization that directly touches and influences the future of our clients, their children and grandchildren. First Merchants Trust Company is big enough to meet all your needs, and small enough to care.

Advantages offered to First Merchants clients

  • Local service and personal administration – no remote call centers
  • Regularly scheduled meetings to review the client’s account performance and goals
  • 24/7 access to your investment account information
  • Planning services designed to meet your personal and business goals
  • “One stop shopping” for all of your banking and investment needs

Products & Services

  • Personal Trusts 
  • Estate Planning 
  • Investment Management 
  • Custody 
  • Guardianships 
  • IRAs 
  • SEP IRAs 
  • Simple IRAs
  • 401(k) Plans 
  • Profit-Sharing Plans 
  • Pension Plans 
  • Cross-Tested Plans 
  • Cash Balance Plans

Our investment philosophy is one that is based on common sense and extensive market research. We focus on proven investment principles rather than proprietary products to sell. Our experienced investment professionals hold certifications such as, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Trust & Financial Advisor (CTFA) in addition to variety of specialized certifications. Our disciplined buy/sell philosophy, high quality fixed income assets and on-going asset allocation monitoring yields measurable positive performance for our clients.

For more information, please contact us at 1.765.747.1300 or 1.866.238.0082. We look forward to serving you.