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Our Approach

Our Comprehensive Process

You've worked hard to build a life

you can be proud of, and our attentive team of Private Wealth Advisors is here to ensure your legacy lives on. We work together to carefully understand your unique and comprehensive financial situation and craft strategies that fit your individual needs.

Assess Situation

Composition of Net Worth, Current Portfolio, & Estate Plan

Identify Goals

Short-Term, Long-Term, Asset Management & Transfer, Tax Strategy

Design Solution

Create Custom, Prioritized & Actionable Recommendations

Implement Strategy

Review Strategy, Manage Implementation & Execution

Our Team Approach

Your financial ambitions are unique and dynamic,

and you need an attentive team to match. By working with First Merchants, you gain access to a network of financial professionals with your best interest in mind. We employ a group of adaptive wealth advisors and managers alongside attentive private bankers and portfolio managers to work with outside partners from the tax, accounting and legal fields to help you prosper.

Wealth Advisor

Wealth Manager

Portfolio Manager

Private Banker