Financial & Retirement Planning

We help our high net-worth clients develop solutions to their most complex financial challenges through a team of highly experienced professionals.

From day-to-day financial management to legacy planning, each day can bring new tasks, questions, and considerations. That's where the Huntington Private Bank® comes in.

Specialized Focus and Experience

Our wealth strategy team is comprised of trust and estate planning specialists, Certified Public Accountants, and Certified Financial Planners who have decades of experience helping clients navigate complex planning scenarios. Our Wealth Strategists can work with your current accountants, legal counsel, and local Private Bank Advisors to craft personalized plans for your unique needs.

Areas of Expertise
  • Multi-generational estate planning
  • Business succession planning
  • Complex charitable structures
  • Asset protection strategies
  • Solutions for family law matters and family members with special needs

Our team is committed to helping you develop effective financial strategies that enable your family and business interests to thrive. See for yourself how the power of our comprehensive approach can work for you.

Digital Banking

As a Private Bank customer, you need services to help you manage your wealth effectively—and that includes tools you can use digitally.

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Banking & Investing News

When it comes to making sound financial decisions, it’s important to take current financial events into account. Find recent and relevant financial updates and opinions here.

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Huntington Private Bank® is a team of professionals dedicated to delivering a full range of wealth and financial services. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated.

The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated.

Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.

Trust and certain investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated.