2000 E Lamar Blvd, Suite 600
Texas 76006
1751 River Run, Suite #200
Texas 76107
5285 Dallas Pkwy, Suite 410
Texas 75034
550 Reserve St, Suite 190
Texas 76092
2150 S. Central Expressway, Suite 200
Texas 75070
Not all financial advisors are created equal – and not all of them are fiduciaries. Once you sit down to chat with our team, it’s pretty clear: We love what we do. Here’s what separates us from the local competition:
Tax-Efficient Strategies. Taxes significantly impact your investments, which is why we consider them throughout our planning and maintenance process.
Quick Pivoting. The world of finance is ever-changing. You need a team that understands how and when to adjust strategy efficiently and effectively.
Personalized attention and respect. Your financial information is sensitive and tied up in your dreams of the future. That’s why we listen to and honor your long-term and short-term goals.
An eye for the Long Game. We’re not surprised by economic disruption. Our portfolios anticipate how the economic cycles impact your hard-earned investment.
Actual clients, no compensation, no conflicts. Statements were given to Trajan Wealth employees directly or are Google reviews.
Our Dallas-Fort Worth fiduciary team is comprised mainly of Certified Financial Planners (CFPs), our team members are excited to set you up for a successful financial future. From investment tax advice to comprehensive wealth management and more, you’re in expert hands with Trajan Wealth.
Seeking financial advice in Frisco? Whether you’re a seasoned investor or just starting out, choosing a trusted financial advisor is crucial for achieving long-term goals. Here are key considerations to help you decide.
Navigating wealth management in Dallas requires a strategic approach tailored to the unique financial landscape of this vibrant Texan city. As a hub of economic activity and a diverse financial market, Dallas presents individuals with plenty of wealth management options.
With retirement on the horizon, you may have your sights set on a new city. For many, that means heading south to enjoy a Fort Worth retirement. This Texas town can be the perfect place to unwind and live your
Marti has over 12 years as a fiduciary advisor specializing in working with people close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti always considers taxation when advising clients.
Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a fiduciary advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. What is important to them allows me to build a financial plan that is much more meaningful.”
Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker.”
