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The Long View - 2020 Business Vision

The Long View - 2020 Business Vision

Private Wealth Advisor Mission

We partner with individuals, families and organizations to provide comprehensive solutions and personal service in pursuit of a secure financial future.

With more than 100 PROFESSIONALS, our team administers assets in excess of $4 BILLION – we are experts in private wealth who bring dedicated expertise to our clients as attorneys, CFAs, CFPs, CTFAs, CRPSs, CPAs and ChFCs.

We create value for our clients through:

  • POWERFUL LOCAL RESOURCES We deliver broad advisory capabilities through local, engaged and empowered leaders.
  • COMPREHENSIVE AND COORDINATED APPROACH We surround our clients with a team of experts to deliver financial solutions focused on their long-term financial success.
  • STANDARD OF EXCELLENCE We deliver proactive service and client advocacy as we look to build powerful, intergenerational relationships.
Read the First Merchants Private Wealth Advisors President Letter
2019-in-Review-updated
SolutionsinFocus-updated
2020ourlookahead-updated
TeamStrength-updated
Download the full pdf of the 2020 Business Vision The Long View