Find a Financial Advisor in Houston, TX

Looking for a financial advisor in Houston? Trajan Wealth can help.

There’s a lot to love about living in Houston: the food, the arts, the weather. But as you’re enjoying your day-to-day life, how often are you thinking about your finances? How prepared are you for retirement? Are you investing your earnings wisely? If you need help getting a grip on your money, we are proud to offer Houston financial services at Trajan Wealth.

Welcome to Trajan Wealth’s Houston Financial Advisors

Here, we do things a little bit differently. While other financial institutions might act as if they know you better than you know yourselves, we recognize that simply isn’t the case. That’s why our financial experts take the necessary time to listen to your needs and learn about your goals. Only once we have a clear and solid understanding of where you are, do we offer up our personalized wealth management solutions. 

With the hearts of teachers and a client-centric approach, our goal as Texas financial advisors is to educate you. We know our job is done right when you feel confident and informed about the financial choices you make. 

The Difference a Fiduciary Makes 

There are a lot of different types of people who can handle your finances, but not all of them are trustworthy. As fiduciaries, we are legally obligated to make decisions based on your needs, and not what will put more money in our pockets. Transparency is one of our promises to you.  

And because our Houston financial advisors don’t also serve as registered brokers, you can be assured we’re working exclusively with your best interest in mind. 

Let’s Get You Squared Away 

Here’s the bottom line—the sooner you get your financial situation organized, the better off you’ll be in the long run. In a rather alarming article published by Forbes, “Approximately 50% of Americans have consistently reported that they will struggle, or are currently struggling, with their retirement finances.”

We don’t want you to be part of that statistic. 

At Trajan Wealth, we believe in an all-encompassing approach. We are proud to be one of the first firms in the nation to offer both wealth and estate planning together. By combining these two financial services under one roof, you know that your finances are working together to put you in the best situation possible.

Our Services

Retirement Planning. As shown above, a solid retirement plan is a necessity. Learn more about how planning now can reap benefits for the future. 

Custom Portfolio Design. Let’s make your hard-earned money work for you. 

Living Trusts. Regardless of where you are in life, a comprehensive living trust ensures your assets and your medical wishes end up in the correct hands. 

Resources. We are truly educators at heart. From our blog to podcast to financial videos, our resources help you track the latest financial news, trends, and updates. 

Trajan Wealth is Your Houston Financial Advisor

Are you ready to take hold of your financial future? Great—let’s get started! We currently have two different Houston financial offices: one located in Sugar Land and the other in The Woodlands. Schedule your free consultation today. Meet with us in person or virtually. We truly cannot wait to get to know you better. 

*Advisory services offered through Trajan Wealth, L.L.C., an SEC registered investment advisor.

The links are being provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by Trajan Wealth, L.L.C., of any of the products, services or opinions of the corporation or organization or individual. Trajan Wealth, L.L.C., bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links.

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Check out our investment blog, Moatiful, written by and for investors.

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