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A husband and wife looking at their financial plans
YOUR PRIORITIES

Plan your financial future, no matter how big or small.

SOLUTIONS FOR THE LONG-TERM AND EVERY NEW TURN

You have personal goals or aspirations when it comes to your financial well-being, all of which can evolve as you move through life. Through the Old National Wealth Management service models, we have comprehensive strategies and expertise to help you pursue those dreams — no matter how big or small. Look to us to help build your financial roadmap when it comes to working toward your short- and long-term goals.

  • Wealth Management & PRIVATE Wealth Management Services1,2

    Planning for retirement
    We’ll listen - identifying your retirement goals and understanding your risk tolerance – to create the right financial plan to get you on the path toward achieving financial security.

    Saving for college
    It’s never too soon to begin planning for a college education. An Old National Investments Wealth Advisor can help you navigate the nuances of 529 Plan accounts, as well as other investment options, to ensure you’re prepared for the future.

    Opening your first investment account
    Through the Investment Strategies Team, we’ll walk you through the process and help you choose the right investment solutions to build your financial portfolio and manage it the way you prefer.

    Managing your investments on your own
    Through Old National Investments, we offer a sophisticated, digital platform to help you manage your portfolio exactly the way you want with 24/7 access and online advice when needed.

    Consolidating investment and retirement accounts
    When you’re looking to consolidate various 401(k) accounts, IRAs or other investment accounts, turn to the Wealth Advisors at Old National Investments to simplify your portfolio.

  • 1834 Services

    Custom solutions for complex financial needs

    Protecting your wealth and legacy
    Preserving and protecting your assets and ensuring your family’s financial well-being are areas where we have a proven track record for helping our clients effectively manage the ever-changing composition of resources.

    Preparing an estate for your heirs/transferring wealth
    Planning for the distribution and management of your estate is about peace of mind—both for you and for your family and heirs. Put your trust in our personalized services to prepare to settle your estate with ease.

    Transferring a business to loved ones
    As you consider the succession plan for your business(es), let our team be your experienced guide in navigating your complex financial needs.

Choose the service model below to connect with a local wealth advisor who can walk you through the Old National Wealth Management suite of services. We’ll work with you to determine the best approach based on your needs and financial goals.

  • Wealth Management, through Old National Investments

    Wealth Management

    Designed for clients in the entry phase of investing, saving, and planning for their financial future; or for clients who desire a self-service approach to online investing.

    Find an Advisor

  • Private Wealth Management through Old National Investments & Old National Private Banking

    PRIVATE Wealth Management

    Designed for clients who are planning for retirement, growing assets and/or planning for other major life events.

    Find an Advisor

    Find a Private Banker

  • 1834, a division of Old National Bank

    18343

    Designed for clients with diverse and complex financial priorities; those with a need for robust asset management who are focused on preserving and building wealth.

    Find an Advisor

    Find a Private Banker

How Can We Help You?

*Please do not include sensitive information such as password, PIN number, Social Security number or account number.

Old National Wealth Management is the umbrella marketing name/logo for wealth-related services, including Old National Investments, Old National Private Banking and 1834 services. Old National Wealth Management, Old National Private Banking, and 1834 are not affiliated with LPL Financial.

1 Old National Investments: Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. Old National Bank and Old National Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Old National Investments, and may also be employees of Old National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Old National Bank, Old National Private Banking or Old National Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

2 Old National Private Banking: Credit products offered by Old National Bank and subject to normal credit approval. Deposit products are offered by Old National Bank. Equal Housing Lender. Member FDIC. Old National Bank is not responsible for and does not guarantee the products, services, or performance of Old National Investments or 1834.

3 1834: Investment instruments utilized by 1834 are not insured by the FDIC nor any other government agency, are not deposits or other obligations of 1834, Old National Wealth Management, Old National Bank, its parent company or affiliates, and involve investment risk including the possible loss of principal invested.