Our Private Wealth Advisors Team
Our team creates custom plans for a secure financial future
You’ve worked hard to build a life you can be proud of, and our team of Private Wealth Advisors is here to ensure your legacy lives on. We work together to carefully understand your unique financial situation and craft strategies and solutions that fit your individual needs.
By working with First Merchants, you gain access to a network of attentive financial advisors with your best interest in mind.
- Financial Planning: We offer a holistic view of your assets and liabilities, forward-looking projections and “what if” scenarios to ensure peace of mind
- Investment Management: We offer unbiased and diversified equity and fixed income portfolio management and create investment policy statements tailored to your unique goals.
- Personal Trust and Estate Planning: Our team ensures your hard-earned legacy will last by working alongside your family and handling generational and/or charitable trust administration. Our approach offers privacy and flexibility for every party involved.
- Private Banking: Enjoy innovative lending solutions personalized to your borrowing needs. We help you manage your accounts, including portfolio lines of credit, mortgage, home equity loans and car loans. Keep all your banking in one convenient place.
- Retirement Planning: First Merchants offers multiple retirement plan solutions. We’re with you every step of the way to help you design a custom plan, review your investment performance, plan for distributions and offer ongoing support.
Meet our Private Wealth Team:
A team you can trust
Why is having a trustworthy financial team so important to meeting your goals? Your financial ambitions are unique and dynamic, and you need a team to match. We employ a group of wealth advisors and managers alongside private bankers and portfolio managers to work with outside partners from the tax, accounting and legal fields. We also prioritize the inclusion of your family and business relationships in the decision-making process, so all parties remain on the same page.
We’re in this together.
We partner with individuals, families and organizations to provide comprehensive solutions and personal services. Here's how we do it:
- Powerful Local Resources: We offer broad advisory capabilities through engaged and empowered leaders.
- Comprehensive and Coordinated Approach: We surround our clients with a team of experts ready to deliver financial solutions focused on long-term success.
- Standard of Excellence: We build powerful, intergenerational relationships by delivering proactive service and advocating for our clients.
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.