Welcome to Trajan Wealth
Your local trusted fiduciary
Get peace of mind with wealth management and estate planning under one roof. Start with a 2nd opinion on your investments, retirement plan, and estate plan. It’s complimentary.
Get To Know Us
The experienced team is hand-picked, vetted, and committed to your financial well-being.
From DIY to big brokers, there are a ton of options out there. Here’s why we’re different.
Jeff Junior
Founder & CEO
We believe in diversified portfolios focusing on capital preservation, growth, and low-cost investment options. Our fiduciary advisors get to know you, and your individual portfolio is custom-tailored toward your goals and timeline. Learn more…
No two retirement plans are the same. That’s why we offer guidance on a variety of financial objectives, including ways to earn higher potential returns, guaranteed income, and tax concerns. Learn more…
Clients Say...
Actual clients, no compensation for testimony. No conflicts. Statements given to Trajan Wealth employees directly or Google reviews. Click here to see our Google profile.
Not sure about rolling over a 401(k)? Trying to decide between a trust or a will? Thinking about when to start taking Social Security? Schedule time to speak to a financial expert. They’ll listen and give advice tailored to your situation. There are no obligations.
AS SEEN AND HEARD ON
Come Work For
One Of The Best
Whether you’re starting your career or seeking new challenges, Trajan Wealth offers a rewarding journey in financial services. Discover why we’re not just a workplace, but a community driven by shared values and a commitment to excellence. Join us and make a difference today!