Private Wealth
Private Wealth 2025 The Long View
Our annual Long View Business Vision provides information on how our Private Wealth Advisors team helps our clients build long-term financial success.
Our Approach
Our attentive team partners with individuals, families, and organizations to provide comprehensive solutions and personal service in pursuit of a secure financial future. Here’s how we do it:
Powerful Local Resources
We offer broad advisory capabilities through engaged and empowered leaders.
Comprehensive & Coordinated
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.
Why First Merchants private wealth management?
“As our financial situation has changed, they keep offering the right people and resources. They’ve adjusted as we’ve adjusted, and we have a high level of comfort with them.”
Jerry and Peg Jones
Clients Since 2017
Explore how our private wealth advisors can help you
Serving Your Needs Reliably
When you choose First Merchants Private Wealth Advisors as your investment advisor, you’re gaining more than our robust portfolio of resources, tools, and services like trust offerings, customized financial plans from highly-knowledgeable and experienced experts, and even unique services such as strategic succession plans.
You’re also gaining a conscientious team attentively focused on helping you prosper, effectively adapting to your changing needs and priorities. Our attentive team crafts thoughtful well reasoned strategies within our core services of Investment Management, Financial and Estate Planning, Private Banking, Fiduciary Administration and Retirement Plan Services.
Guidance That Grows Success
Offering valuable guidance that improves results starts with experts who are conscientious, attentive, and adaptable. At First Merchants, our team prides itself on its skill at providing the right insights at the right time. See what sets our team apart.
Guided By Your Goals.
Developing a private wealth plan that provides you with everything you need calls for an approach that considers your unique goals every step of the way. Experience the difference today.
A Team That Transforms Results.
Our team of experienced advisors offers innovative solutions, services, and guidance that fit your unique financial situation, enabling you to be as successful as possible no matter what your individual financial goals are.
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