
Our Promise to You
Planning for life's milestones
Managing money is more than simply trading stocks and bonds. It's planning for milestones in your life and in the lives of those you care about most. At Old National Wealth Management, we invest the time to understand your goals and maintain the discipline to manage your assets accordingly.
Fiduciary duty
The financial experts of Old National Wealth Management pledge to deliver financial advice and services that are exclusively to the benefit of our clients. We make our clients’ best interests our critical focus and priority. Through the life of our relationship, we will serve your financial needs without compromise. Our process, decisions and results are regulated by governmental agencies and frequently reviewed to ensure we uphold every aspect of US financial regulations.
Local representation/team access
We offer clients direct access to a local advisor, as well as the expertise of an extensive regional team, providing you unparalleled wealth management services. Your client advisor will take the time to get to know you and will follow a personal approach to understanding your dreams. Once we understand your aspirations, our investment management team will create a personalized portfolio to achieve your financial objectives.
Expertise
Old National has been providing financial services to families and businesses for more than 184 years. When working with Old National, you will receive expert advice from our extensive team of investment managers, Certified Financial Planners, Certified Public Accountants, Certified Trust and Financial Advisors, and Chartered Financial Analysts. Our only focus is delivering the right financial solutions for your needs.
Commitment to community
Community is at the heart of all we do. Our community roots run deep and are firmly planted in Midwestern values like volunteerism and leadership. All of us at Old National are dedicated to being good citizens and active partners in the communities we serve and are wholly committed to making them the best places to live and work. Our values guide the way we do business and shape our interactions with clients, communities and one another.
Integrity
We maintain the highest ethical standards when it comes to serving your needs. We have been named a World’s Most Ethical Company® by the Ethisphere Institute every year since 2012. Our associates’ commitment to acting ethically and with integrity is what allows us to earn your trust and your business.
