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
