Erich Spoonhour Trajan Wealth Fiduciary Advisor

A seasoned financial professional with over 20 years of experience, Erich Spoonhour has dedicated his career to helping clients achieve financial freedom. He began his journey in 2002 as a financial advisor in Pittsburgh, PA, where he spent 15 years building and managing a planning-centric advisory practice focused on delivering tailored solutions to his clients.

In 2017, Erich joined Morgan Stanley as a Business Development Manager, leveraging his deep expertise to support financial advisors in growing their practices. By 2020, he was elevated to Morgan Stanley’s prestigious Modern Engagement team, where he consulted with the firm’s top advisor teams on portfolio management, financial planning, and practice management strategies.

While these roles were fulfilling, Erich’s passion for directly impacting clients’ lives drew him back to advising. As a fiduciary advisor with Trajan Wealth, Erich is committed to understanding his clients’ unique circumstances and providing the strategic guidance needed to achieve their financial goals. His approach emphasizes creating comprehensive financial plans that balance future aspirations with proactive risk mitigation, tax-efficient strategies, and thorough estate planning. Erich is adept at ensuring that trusts are properly structured and family assets are protected, helping clients leave a lasting legacy for future generations.

Erich holds a degree in Psychology from the University of Pittsburgh, which provides him with a unique perspective on understanding client needs and fostering strong relationships. He resides in Raleigh, NC, with his wife, Diane, and four of their six children. Outside of work, Erich enjoys spending time with his family, attending his kids’ sporting events, skiing, and exploring the North Carolina mountains.