Alabama
Huntsville
Visit our new Huntsville office —conveniently located near Redstone Arsenal with easy access and ample parking.
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 Headquarters in the beautiful Cavasson development, conveniently located just off the SR 101 freeway.
Tucson
Our sunny Tucson office is located near the beautiful La Paloma Country Club.
California
Burbank
Visit our new Trajan Wealth location in Burbank, California! Trajan Wealth offers personalized financial planning and investment advice in the heart of Hollywood.
Carlsbad
We offer personalized financial planning and investment advice in the heart of coastal North County.
Los Angeles
Now open in Century City — steps from Beverly Hills and Westfield. Book a consultation with a financial advisor you can trust.
Del Mar
Trajan Wealth is now serving clients in Del Mar and Solana Beach with personalized financial planning and fiduciary advice in the coastal San Diego area.
Colorado
Broomfield
Trusted fiduciary advisor in Broomfield. Get expert guidance and integrity to help you achieve your financial goals.
Denver
Visit our Denver office in Greenwood Village. We would love to help you meet your financial goals!
Loveland
Trajan Wealth's Loveland/Fort Collins office is here to custom craft your retirement.
Florida
Fort Lauderdale
Our Fort Lauderdale office is here to provide customized financial plans and portfolios. Schedule an appointment with us today!
Fort Myers
Plan for your future with expert retirement and investment strategies at our Fort Myers office.
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.
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.
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.
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.
Raleigh
Trajan advisors in Raleigh provide personalized financial planning, investment strategies, and retirement solutions to help secure your future!
Oregon
Lake Oswego
Trajan Wealth's first office in the Portland area is now open!
Tennessee
Brentwood
Secure your financial future with a trusted advisor in Brentwood. We offer tailored wealth-building strategies to help you grow.
Franklin
Need expert financial guidance in Franklin? Our fiduciary advisors offer personalized strategies to help you achieve your goals with confidence.
Mt. Juliet
Whether you're planning for retirement, managing your investments, or navigating complex financial decisions, our local team is here to help—virtually or in person.
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
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.
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.
Washington
Vancouver
Financial confidence starts with a conversation. Visit our Vancouver office to get trusted guidance built around your long-term goals.
