The Long View - Solutions in Focus

Solutions in Focus

Services of Private Wealth: Financial and Estate Planning and Fiduciary Services

Financial and estate planning is often one of the most overlooked areas of personal financial management, but one of the most important. Virtually all of life’s necessities and goals have a financial component. Our professionals engage with you to understand your unique situation and offer appropriate financial strategies and solutions in support of your life plans. As directed by you, our trust and planning professionals work as a team with your other advisors, such as attorneys, CPAs and other individuals upon whom you rely.

Our team covers disciplines in Investment Management, Financial and Estate Planning, Private Banking, Fiduciary Administration and Retirement Plan Services. Our clients are supported by more than 100 professionals who manage assets in excess of $4 billion.


Services of Private Wealth: Investment Management

It all starts with a conversation, talking to our clients and developing personal investment policy statements. Then, we create tailored portfolios to meet the goals and needs of clients while still executing our fiduciary responsibility. We provide clients with diversified equity and fixed income portfolio management as well as access to our portfolio research and management teams. With fee-based asset management and the sound advice that comes from a disciplined buy and sell philosophy, no one manages your investments better.

Services of Private Wealth: Corporate Retirement Plan Services

A successful retirement program is one of the most important benefits you can offer your employees. Regardless of the size of your business or the type of plan you need, First Merchants can assist. We will advise you through every step in starting up a plan or transferring an existing plan to one of our experts. First Merchants offers many types of retirement plan options and will help you determine the ideal solution for your business. Advantages of a retirement plan include potential employer tax benefits, attracting and retaining quality employees and providing secure retirement for employers and employees.

Services of Private Wealth: Private Banking

Today’s world requires an investment of your time to meet demanding personal and business schedules. Your financial needs are dynamic and change over time. Private Banking understands the financial attention you need and deserve and will serve as your trusted financial partner to meet your individual financing and liquidity goals.

Private Banking is dedicated to providing exclusive banking services for our clients. We offer personal cash management with preferred depository accounts. Custom financing is a vital component of your personal balance sheet. Our tailored lending includes portfolio lines of credit, home equity lines of credit, specialized mortgages, and financing for personal and professional investment. We understand preservation and protection of your wealth is of the utmost importance to you and your family.