CONTACT US
Client Logins

Get your free financial assessment >

Click Here

ATLANTA Financial Advisors

Welcome to Trajan Wealth ATLANTA

Schedule A Visit

There's no obligation. Click below or call (678) 888-3300.
Click Here

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

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.
See What's Different

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.
Plan Your Future

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.
Protect Your Assets

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 (RIA), 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.

I cannot say enough about the excellent service and guidance that has been provided to me...The customer service at the Trajan office has been great! I sleep better at night knowing that my retirement is in good hands!
Kelli W.Client
They were very helpful, professional and knowledgeable. We believe the consolidation of our Estate Planning, along with our Investment Planning under Trajan will be a great benefit not only for us, but also for our beneficiaries down the road.
Chuck Q.Client
Trajan Wealth has been fantastic for giving me the confidence to retire and have a plan for the future. THANK YOU!!
Robin F.Client

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.

Schedule Your Appointment

Click Here

We Love Atlanta:

Tips From Our Atlanta Fiduciary Advisors

Aerial panorama Atlanta Georgia USA

Finding a Financial Advisor in Atlanta, Georgia

Between a wealth of booming businesses, high job growth rates, and family-friendly neighborhoods, living in Atlanta offers plenty of advantages.  If you have been searching for an Atlanta financial advisor, you’ve come to the right place. Trajan Wealth provides personalized

Read More »