ATLANTA Financial Advisors
Welcome to Trajan Wealth ATLANTA
Trajan Wealth Locations in ATLANTA
Alpharetta, Georgia
13010 Morris Road, Building 1, Suite 600
Georgia 30004
Buckhead – Atlanta, Georgia
3355 Lenox Road NE, Suite 750
Georgia 30326
Kennesaw, Georgia
125 Townpark Drive, Suite #300
Georgia 30144
Lawrenceville, Georgia
1755 North Brown Road, Suite 200
Georgia 30043
Atlanta Wealth Management
Get your finances and investments working at maximum capacity with tailored financial advice. Our detailed process encompasses individualized goal setting, tax efficiency, and client-centric relationships to guide the way. We can cover everyday solutions like 401(k) rollovers, to offering more exclusive investments in private equity offerings.*
Atlanta Retirement Planning
Planning for retirement takes consistency, diligence, and expertise, especially in this volatile economic climate. Luckily, our passionate team of Atlanta fiduciaries understands how to keep your hard-earned money working for you no matter what. Our services cover including social security advice and income planning.
Atlanta Estate Planning
Don’t let legal tie-ups, probate, or other complications delay or interfere with your estate wishes. With the help of our estate planning expertise, your living trusts are up to date, and your assets are protected. Stay ready for anything life throws your way.
What Makes Our Atlanta Fiduciary Advisors Stand Out?
Trajan Wealth offers detail-oriented financial management services that support your circumstances, wishes, and goals.
Customized Diversified Portfolios. As a registered investment advisor, our security selection process is made with your short- and long-term goals and risk-averse preferences in mind. And, to keep all of our financial services fair, our team isn’t dually registered as brokers.
A Full Team By Your Side. Besides our Atlanta financial advisors, clients receive responsive support from our client services, client portfolio management, investment, and estate team. Whenever you have a question or concern, we’re always around to answer it.
Atlanta-Centric Expertise. Our team understands Atlanta’s unique economic factors, including how to navigate Georgia’s statewide tax codes to your advantage.
Comprehensive Services. We’re proud to be one of the first firms in the nation to offer wealth and estate planning under the same roof. This unique setup saves you time, effort, and money while our dedicated Atlanta fiduciary advisors start working hard to grow your investments.
Rigorous Standards. At Trajan Wealth, we never settle for mediocrity in our work. Our Atlanta fiduciaries’ dedication, knowledge, and insights strengthen your financial well-being for the future you’ve been working toward. We do everything with an unyielding commitment to excellence and a drive toward results.
Hear from our clients
See how our fiduciary advisors impact our client’s financial goals and wishes.
Actual clients, no compensation, no conflicts. Statements were given to Trajan Wealth employees directly or are Google reviews.
When You Grow, We Grow
This growth mindset is how we approach every client relationship—it’s all about your financial dreams and how we can support them. If you haven’t prioritized your financial planning, now is the time to start. We can’t wait to get to know you.
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We Love Atlanta:
Tips From Our Atlanta Fiduciary Advisors