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.

We firmly believe in education as the key to your financial success.​

Jeff Junior

Founder & CEO

We love providing our clients with peace of mind through financial security. We are veteran-led and our commitment is to go out of our way to solve other people’s problems.

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…

Our lawyers can help you establish a plan for when the unthinkable happens and make sure you’re taken care of—and so are those who matter most to you. Avoid the expensive and time-consuming problems of probate. 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.


Come Work For
One Of The Best

Welcome to Trajan Wealth, where passion meets purpose! Join a team dedicated to empowering clients through financial education and personalized service.

At Trajan, you’ll find:

  • A supportive culture that values growth and collaboration.
  • The heart of educators, fostering continuous learning and development.
  • Opportunities to make a meaningful impact on clients’ lives.
  • A dynamic environment where innovation and integrity thrive.

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!