Arizona
Gilbert
Our Gilbert office is conveniently located near the US 60 Superstition Freeway. Call us Today!
Goodyear
Our Goodyear office is easy to find, located just north of the I-10. Call us today!
Peoria
Our Peoria office is near the Peoria Sports Complex. Contact us today!
Scottsdale
Visit us at our Scottsdale Alpha Office in the beautiful Cavasson development, conveniently located just off the SR 101 freeway.
Scottsdale
We've expanded into a second office in Scottsdale! Trajan’s new Bravo suite is walking distance from our first office, located in the beautiful Cavasson complex.
Tucson
Our sunny Tucson office is located near the beautiful La Paloma Country Club.
California
Carlsbad
We offer personalized financial planning and investment advice in the heart of coastal North County.
Escondido
Set in La Terraza Corporate Plaza near I-15 and Highway 78, our Escondido office serves families across North San Diego County with personalized financial planning, investment management, tax planning, and estate planning support.
Rancho Santa Margarita
With views of Saddleback Mountain and convenient access to the CA-241, our Rancho Santa Margarita office serves families across South Orange County with personalized financial planning, tax planning, and estate planning support.
San Diego
Located near Liberty Station, our San Diego office at 2305 Historic Decatur Rd, Suite 100, brings our integrated planning approach closer to you.
San Diego
Good food, better advice: fiduciary financial planning for San Diego, just minutes from the Convoy District. Start now.
Colorado
Broomfield
Trusted fiduciary advisor in Broomfield. Get expert guidance and integrity to help you achieve your financial goals.
Fort Collins
Trajan Wealth's Loveland/Fort Collins office is here to custom craft your retirement.
Denver
Visit our Denver office in Greenwood Village. We would love to help you meet your financial goals!
FL
Orange Park
Serving Orange Park with fiduciary financial planning built on transparency and trust, our advisors put your goals first.
Florida
Coral Gables
Near the Biltmore Hotel, Coral Gables families trust wealth management built on real fiduciary duty. Schedule a consultation today.
Fort Lauderdale
Our Fort Lauderdale office is here to provide customized financial plans and portfolios. Schedule an appointment with us today!
Fort Myers
Our Fort Myers office, located near Page Field Airport, provides convenient access for clients in Southwest Florida. Here, Trajan Wealth advisors work with families to coordinate investments, taxes, and estate planning in one place.
Lady Lake
You deserve an exceptional advisor to help you achieve your financial goals, and you’ll find one in Lady Lake.
Naples
You deserve the best advisor who can assist you in achieving your financial objectives, and you have found just that here in Naples.
Palm Harbor
We've expanded in Pinellas County! Palm Harbor families near Wall Springs Park can get wealth management built for them. Experience the fiduciary standard.
Sarasota
Looking to meet your financial goals in Sarasota? Meet with one of our financial advisors for guidance in Lakewood Ranch. It's complimentary.
Sunrise
You deserve an exceptional advisor to help you achieve your financial goals, and you’ve found that here in Sunrise, Florida.
Tampa
Our office in Tampa is fully equipped and poised to assist you in achieving your objectives. Schedule an appointment today!
West Palm Beach
You deserve exceptional financial advice tailored to your specific goals, and you've come to the right place in West Palm Beach.
Windermere
Our advisors provide customized wealth management and retirement planning to help secure your financial future in Windermere!
Georgia
Alpharetta
Contact us today to meet our local hand-picked advisor in Alpharetta.
Alpharetta
You deserve more than cookie-cutter advice. Get fiduciary wealth management in Alpharetta, near Avalon.
Buckhead – Atlanta
Trajan Wealth is now in Georgia! Contact us today to meet our hand-picked local advisor at our location in the Buckhead area.
Kennesaw
Contact us today to meet our local hand-picked advisor at our location in Kennesaw. We would be honored to help you!
Lawrenceville
Hello Lawrenceville! We’re thrilled to be your neighbors!
Illinois
Naperville
Take control of your finances with a visit to our Naperville advisor. Start planning your wealth strategy now!
Orland Park
Achieve financial peace of mind. Meet with our advisor in Orland Park and plan for a prosperous tomorrow. Schedule an appointment today.
Park Ridge
Visit our trusted financial advisor's office in Park Ridge for personalized investment strategies to help you achieve your financial goals.
Maryland
Columbia
Our Columbia office, located near Baltimore/Washington International Airport, provides convenient access for clients throughout central Maryland and the greater Washington-Baltimore region.
North Carolina
Cary
Our Cary office is conveniently positioned between Raleigh and Research Triangle Park. It’s an easy-to-access location designed to make meeting with our team simple and seamless.
Raleigh
Trajan advisors in Raleigh provide personalized financial planning, investment strategies, and retirement solutions to help secure your future!
Oklahoma
Edmond
Fiduciary financial planning for Edmond families, just minutes from Mitch Park. Speak with a fiduciary advisor today.
Oregon
Lake Oswego
Trajan Wealth's first office in the Portland area is now open!
Pennsylvania
Pittsburgh
Looking for a fiduciary advisor near North Park? Pittsburgh clients get personalized wealth management with no conflicts of interest — start today.
South Dakota
Sioux Falls
Speak with a fiduciary advisor serving Sioux Falls, just steps from Falls Park, for financial planning built around you.
Texas
Southwest Austin
Discover our Southwest Austin office in the Oak Hill neighborhood. We offer personalized financial planning and retirement solutions for Austin and beyond.
Fort Worth
Meet your Fort Worth fiduciary at our convenient location, located just south of the I-30. Schedule an appointment today!
Frisco
Our north Dallas office is here for you in beautiful Frisco, Texas.
Houston
Our Houston advisors offer fiduciary wealth management and retirement strategies designed for lasting success.
Katy
Now open in LaCenterra at Cinco Ranch, Trajan Wealth brings personalized financial advice to the heart of Katy, Texas.
League City
New office, same commitment: retirement and wealth strategies tailored to you.
McKinney
Trajan Wealth’s McKinney office is conveniently located just off the Central Expressway, north of downtown McKinney.
North Austin
Howdy Austin! We are here to help you meet your retirement goals.
San Antonio
Our San Antonio office is available by appointment for your convenience.
Sugar Land
Our southwest Houston area office is ready to help you in lovely Sugar Land.
The Woodlands
Our second wonderful Houston-area office is located in The Woodlands! Call us today for an appointment.
West San Antonio
Our West San Antonio office is available by appointment for your convenience.
Utah
Draper
Our southern Salt Lake City area office is located in lovely Draper. Contact us today for free consultation on your portfolio.
Farmington
Our northern Salt Lake City area office is now open in Farmington! Call today to schedule your appointment.
Virginia
Alexandria
Near Old Town Alexandria, local families trust wealth management held to a genuine fiduciary standard.
Washington
Vancouver
Located near the Firstenburg Community Center, our Vancouver office offers families personalized financial planning, investment management, tax planning, and estate planning support.
