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Your Fiduciary Advisors
Experience a Truly Refreshing Approach
Our philosophy starts with you. We dedicate the time needed to listen to your goals and educate you on the options.
Really Understand Your Financial Plan and Options
As a part of the SmartVestor program, we are committed to financial education and solid, professional investing guidance.
Customize Your Retirement Plan For Tomorrow
We aren’t tied to one set of products. As an independent firm, we provide you with a wider variety of resources and options.
Our Focus: Your Financial Success
Trajan Wealth and its associates believe in diversified portfolios that focus on capital preservation, growth, and low-cost investment options. We build and monitor individual portfolios customized to help clients achieve their financial goals.
No two retirement plans are the same. That's why Trajan Wealth offers guidance on an array of financial objectives, including ways to earn higher potential returns with guaranteed income while addressing tax concerns.
Plus We Do So Much More
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Our Free Resources
We firmly believe in education as the key to your financial success.
What Exactly is a Fiduciary?
A person or organization that acts on behalf of another person(s) to manage assets with responsibilities that are both ethical and legal. Fiduciaries are legally required to act in the best interest of the principal, the party whose assets they are managing. We will not steer you into buying overpriced investment products you don’t want or need.
is that different from a Broker?
Investment advisors are bound to a fiduciary standard that was established as part of the Investment Advisers Act of 1940. We are regulated by the SEC. The act is pretty specific in defining what a fiduciary means, and it stipulates a duty of loyalty and care. So unlike a broker, we must put our client’s interests above our own.
Who is managing my investments?
At Trajan Wealth, our internal Money Management team is headed by an Investment Policy Committee with support from research analysts and other financial professionals. Get to know the team by clicking here.
How are you paid?
Our fee-only advisors are paid a percentage of assets under management. They do not earn commissions or trading fees so their compensation is independent of the investments they recommend. All our fees are disclosed before the time of investment.