How We Help Our Clients
Expert Guidance For Every Phase
Choosing the right financial advisor is key to securing your future. We save you time and energy and offer peace of mind —so you can focus on what matters most.
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About Us
Your local,
trusted fiduciary
Our Passion Is Helping Others
As a veteran-led organization, we are dedicated to going above and beyond to solve the problems of others.
A Dedicated Team Approach
Our Services
Schedule time to speak to a financial expert. They’ll listen and give advice tailored to your situation. There are no obligations.
Custom Portfolios
Our fiduciary advisors get to know you, and your individual portfolio is custom-tailored toward your goals and timeline.
Retirement Income Planning
Every retirement is different, so we offer guidance on many financial goals, including strategies for lifetime income.
Wealth Protection
We offer various options to protect your wealth, safeguarding both your assets and your future earning potential.
Tax Planning & Prep
Evaluate your options and plan tax strategies with a financial advisor early, as more time creates more opportunities.
Wills and Trusts
Our lawyers can help you plan for when the unthinkable happens. Make sure you’re taken care of—and those who matter most.
Business Services
Trajan offers small business financial services, ranging from 401(k) plans to business legacy planning.
Only At Trajan
More Options
Preparing for the future means having a good plan and making smart investments. It also definitely helps to have access to options that most advisors don’t offer.
Don’t Just Take Our Word For It
Hear What Our Clients Have to Say!
Erika & John Y.
Actual Trajan Client
“They answer all your questions and I loved it.”
They answer all your questions and I loved it. It was a really good experience… They’re authentic, they’re transparent, they’re not trying to hide anything. They’re not trying to have you buy something that they’re going to make a commission on, that’s the whole point of fiduciaries which I liked.
Tom and Kris R.
Actual Trajan Client
“Trajan Wealth has been instrumental in preparing us for retirement.”
Trajan Wealth has been instrumental in preparing us for retirement. Our financial planner always listens to our ideas and concerns, then we make a plan together that ensures we are positioned correctly when it comes to market fluctuations.
Deb C.
Actual Trajan Client
“ I was really looking for somewhat of a teaching experience so I could learn”
This is not my field, I’m very interested in this field, but it’s not my forte. I was really looking for somewhat of a teaching experience so I could learn and feel like I was part of that process.
Leah T.
Actual Trajan Client
“We love working with Trajan Wealth.”
We love working with Trajan Wealth. Our advisors explain things well and we’ve been pleased with the results. We highly recommend working with them!
Rick R.
Actual Trajan Client
“Took the time to answer all our questions”
Arrin is awesome. She took the time to answer all our questions and gave us a clear understanding of expectations for the future.
Actual clients, no compensation, no conflicts. Statements were given to Trajan Wealth employees directly, or are taken from Google reviews.
Get Peace of Mind
When it comes to managing your finances, it’s essential to have a trustworthy advisor who focuses on guiding you toward long-term success rather than simply selling you products. At Trajan Wealth, we are dedicated to helping investors and their families achieve financial security. We offer exceptional service and low costs so that you can concentrate on what truly matters—your future.
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WHERE PASSION MEETS PURPOSE
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!
