Our Locations

    Alabama

    Huntsville

    Coming Soon In 2025!

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    Arizona

    Gilbert

    Our Gilbert office is conveniently located near the US 60 Superstition Freeway. Call us Today!

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    Goodyear

    Our Goodyear office is easy to find, located just north of the I-10. Call us today!

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    Peoria

    Our Peoria office is near the Peoria Sports Complex. Contact us today!

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    Scottsdale

    Visit us at our Scottsdale Headquarters in the beautiful Cavasson development, conveniently located just off the SR 101 freeway.

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    Tucson

    Our sunny Tucson office is located near the beautiful La Paloma Country Club.

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    Colorado

    Broomfield

    Trusted fiduciary advisor in Broomfield. Get expert guidance and integrity to help you achieve your financial goals.

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    Greenwood Village

    Visit our Denver office in Greenwood Village. We would love to help you meet your financial goals!

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    Loveland

    Trajan Wealth's Loveland/Fort Collins office is here to custom craft your retirement.

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    Florida

    Fort Lauderdale

    Our Fort Lauderdale office is here to provide customized financial plans and portfolios. Schedule an appointment with us today!

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    Lady Lake

    You deserve an exceptional advisor to help you achieve your financial goals, and you’ll find one in Lady Lake.

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    Naples

    You deserve the best advisor who can assist you in achieving your financial objectives, and you have found just that here in Naples.

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    Sarasota

    Looking to meet your financial goals in Sarasota? Meet with one of our financial advisors for guidance. It's complimentary.

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    Sunrise

    You deserve an exceptional advisor to help you achieve your financial goals, and you’ve found that here in Sunrise, Florida.

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    Tampa

    Our office in Tampa is fully equipped and poised to assist you in achieving your objectives. Schedule an appointment today!

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    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.

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    Windermere

    Trajan Wealth is coming soon to the Orlando area, starting with Windermere!

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    Georgia

    Alpharetta

    Contact us today to meet our local hand-picked advisor in Alpharetta.

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    Atlanta

    Trajan Wealth is now in Georgia! Contact us today to meet our hand-picked local advisor at our location in the Buckhead area.

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    Kennesaw

    Contact us today to meet our local hand-picked advisor at our location in Kennesaw. We would be honored to help you!

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    Lawrenceville

    Hello Lawrenceville! We’re thrilled to be your neighbors!

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    Illinois

    Naperville

    Take control of your finances with a visit to our Naperville advisor. Start planning your wealth strategy now!

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    Orland Park

    Achieve financial peace of mind. Meet with our advisor in Orland Park and plan for a prosperous tomorrow. Schedule an appointment today.

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    Park Ridge

    Visit our trusted financial advisor's office in Park Ridge for personalized investment strategies to help you achieve your financial goals.

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    Indiana

    Carmel

    Conveniently located in the heart of Carmel, our office is easy to access from both the Keystone Parkway and U.S. 31. It's also just minutes from the Carmel Arts & Design District.

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    Indianapolis

    Achieve your financial goals with Trajan Wealth in Indianapolis, featuring expert advisors who specialize in personalized planning and more!

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    North Carolina

    Cary

    Located in Cary’s Weston Parkway business district, our office offers easy access from I-40 and is minutes from RDU Airport.

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    Raleigh

    Trajan advisors in Raleigh provide personalized financial planning, investment strategies, and retirement solutions to help secure your future!

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    Oregon

    Lake Oswego

    Trajan Wealth's first office in the Portland area is now open!

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    Tennessee

    Brentwood

    Opening soon: March 17th, 2025!

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    Franklin

    Opening Soon: March 17th, 2025!

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    Texas

    Arlington

    Hi Arlington! We are just two miles north of Six Flags.

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    Fort Worth

    Meet your Fort Worth fiduciary at our convenient location, located just south of the I-30. Schedule an appointment today!

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    Frisco

    Our north Dallas office is here for you in beautiful Frisco, Texas.

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    Houston

    We're excited to add another office to better serve the Houston area with this new spot in Champions. Opens March 17th, 2025!

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    McKinney

    You deserve the best possible advisor to help meet your unique financial goals and you're looking at the best of the best in McKinney.

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    North Austin

    Howdy Austin! We are here to help you meet your retirement goals.

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    San Antonio

    Our San Antonio office is available by appointment for your convenience.

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    South Austin

    Our Austin wealth management team is ready to help you at our convenient West Lake Hills location. Call today for an appointment.

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    Southlake

    Our Dallas/Fort Worth area office is open in Southlake.

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    Sugar Land

    Our southwest Houston area office is ready to help you in lovely Sugar Land.

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    The Woodlands

    Our second wonderful Houston-area office is located in The Woodlands! Call us today for an appointment.

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    West San Antonio

    Our West San Antonio office is available by appointment for your convenience.

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    Utah

    Draper

    Our southern Salt Lake City area office is located in lovely Draper. Contact us today for free consultation on your portfolio.

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    Farmington

    Our northern Salt Lake City area office is now open in Farmington! Call today to schedule your appointment.

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