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. 

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…

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.


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.


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 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.

Investment advisors are bound to a fiduciary standard that was established as part of the Investment Advisers Act of 1940. The act is pretty specific in defining what a fiduciary means and stipulates a duty of loyalty and care. Trajan Wealth is registered with the SEC. So unlike a broker, we must put our client’s interests above our own.

At Trajan Wealth, our internal Money Management team is headed by an Investment Policy Committee with support from research analysts and other financial professionals.

Our advisors are paid a percentage of assets under management. They do not earn commissions or trading fees from investments. All our fees are disclosed before the time of investment.