It takes a lifetime to build a legacy – and we can help ensure it lives on. First Merchants Private Wealth Advisors takes a generational approach to wealth management. Our attentive Wealth Managers will collaborate with you and your loved ones and business partners to create an adaptive strategy that will last for decades to come.
Our team of wealth managers, portfolio managers, private bankers and wealth advisors will conscientiously work with you to determine your goals and help you achieve them. We deliver expertise across multiple disciplines, ensuring you get the right solutions
for your unique needs.
We partner with individuals, families, and organizations to attentively provide comprehensive solutions and personal service in pursuit of a secure financial future.
We create value for our clients through:
- Powerful Local Resources – Delivering broad advisory capabilities through local, engaged and empowered leaders.
- Comprehensive and Coordinated Approach – Surrounding our clients with a team of experts to deliver financial solutions focused on their long-term financial success.
- Standard of Excellence – Delivering proactive service and client advocacy as we look to build powerful, intergenerational relationships.
Our team consists of more than 100 professionals (including Attorneys, CFAs, CFPs, CTFAs, CRPSs, CPA's, CEPA's and ChFCs) advising clients on over $6 billion in assets.
Our solutions for every goal
Individuals
- Investment Management
- Tailored Lending and Deposits
- Estate and Financial Planning
- Estate Administration
- Custody/Guardianships
Business
- Investment Management
- 401(k) Plans and 403(b) Plans
- Profit Sharing Plans
- Pension Plans
- Cash Balance Plans
- SEP/Simple IRAs
Our team delivers attentive expertise in the following disciplines
Investment Management
The preservation and growth of your assets are important to your future, and successful wealth management begins with establishing a financial blueprint. We’ll attentively outline short- and long-term goals so that we can tailor an adaptive mix of assets to meet your goals. We also perform regular, conscientious reviews to ensure investments are aligned with your objectives, and to address any changes that occur along the way.
- Diversified equity and fixed income portfolio management for individuals, non-profits and businesses
- Client access to portfolio research and management teams
- Fee-based asset management - aligning client goals with portfolio management
- Disciplined buy and sell philosophy
Financial and Estate Planning
If you want to create a secure financial future for yourself and your family, managing your personal wealth and efficiently passing it to your loved ones is vital – that’s why our financial planning takes a generational approach. Should you so desire, we’ll include your loved ones and business partners in our long-view as we attentively craft a solution that meets your individual needs.
- Personal financial planning
- Business succession planning
- Cash flow analysis
- Tax and asset protection
- Long term care
- Estate and charitable giving
Private Banking
First Merchants is dedicated to serving the exclusive needs of professionals, executives and affluent individuals and families with expedited, tailored solutions and a personal touch. Each client’s needs are intricate and nuanced. Private Banking
custom designs cash management and financing strategies based upon individual goals, values and resources.
- Private Checking and Private Wealth Account, both offered exclusively to Private Banking clients
- Portfolio Lines of Credit
- Home Equity Lines of Credit
- Portfolio Residential Mortgages
- Personal and Professional Investment Financing
Fiduciary Administration
Whether you are focused on protecting your assets today or providing for your family when tomorrow comes, having a trusted fiduciary you can count on is critical. First Merchants Private Wealth Advisors is here both today and tomorrow to serve you and
your family.
- Living trusts
- Testamentary and Irrevocable trusts
- Estate administration
- Charitable trusts
- Guardianships
- Special needs trusts
Retirement Plan Services
It takes the right retirement plan to ensure you’re set up for future success – and we can help. Our attentive team will walk you through every step of building an adaptive retirement plan – or transferring an existing plan to one of our experts. Throughout your career, we’ll conscientiously help you focus on your goals in order to maximize savings, minimize taxes, and make your retirement count.
- 401(k) and 403(b) Plans
- Profit-Sharing Plans
- Pension Plans
- Cross-Tested Plans
- Cash Balance Plans
- IRAs
- SEP and SIMPLE IRAs
Brokerage:
First Merchants offers full service brokerage accounts through First Merchants Investment Services*. Services and solutions include:
- Taxable, retirement, and college savings accounts
- Financial and retirement planning
- Tailored equity, fixed income, and insurance solutions
Virtual Meetings
We provide the ability for you to connect with us in the medium that makes the most sense for you and your schedule. For clients that are conducting virtual meetings through video conferencing with First Merchants, you can download the video call instructions
below.
Microsoft Teams video call instructions for clients
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/ SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither
firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions),
Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Investments are: *Not
FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Registered location: 200 East Jackson St., Muncie, IN 47305 (866).238.0082
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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of
the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC website.