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Financial and Estate Planning

Financial and Estate Planning

It takes a lifetime to build a legacy – and we can help ensure it lives on.

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. Our team of conscientious professionals will craft an adaptable plan that lays the groundwork for your successors.

In fact, we take a generational approach to financial planning. Should you so desire, we’ll include your loved ones and business partners in a long-range strategy that encompasses retirement, long-term care, and estate distributions.

Let us attentively assist you with:

  • Personal financial planning
  • Business succession planning
  • Cash flow analysis
  • Tax and asset protection
  • Estate and charitable giving

First Merchants Private Wealth Associates creates value for our clients through:

  • Powerful Local Resources – Delivering broad advisory capabilities through local, engaged and empowered leaders.
  • A Comprehensive and Coordinated Approach – Surrounding our clients with a team of experts to deliver financial solutions focused on their long-term financial success.
  • Our Standard of Excellence – Delivering proactive service and client advocacy as we look to build powerful, intergenerational relationships.

Our expert 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.