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We listen and
Put your needs first
Because everyone deserves a custom financial plan
Actual client, no compensation, no conflicts. Advisory services offered through Trajan® Wealth L.L.C., an SEC-registered investment advisor.
We don't employ salespeople.
We employ individuals with hearts of teachers who share high values. We are fiduciaries who will always act with you in mind.
Explore The Best Options
With a Fiduciary Advisor
The stock market’s volatility can lead to last-minute decisions and leave you second-guessing yourself. Education and tactical planning are your best bet for riding out this market – and even looking for opportunities to buy low. But do you have the time or energy to put into researching and creating the best portfolio for yourself? Why not get a free 2nd opinion from an advisor that has your back?
With no obligation
Trusted Fiduciary Advice
We have straightforward and flat pricing for wealth management. The more you make, the more we make. There are no hidden fees. Plus our advisors are fiduciaries and not dually registered brokers with a 2nd agenda to make sales.
Trajan Wealth a Registered Investment Advisor (RIA) established in 2012. We are veteran led and family owned. Our advisors are hand-picked and have years of experience. Many of them are also Certified Financial Planners (CFP’s).
Trajan Wealth can help you prepare for retirement with wealth management, tax planning, and estate planning. You can save time and money with advisors and estate attorneys that work together under one roof.
No two portfolios (or retirement plans) are alike and that’s what makes working with us so different from anywhere else. We offer guidance based on your individual needs whether it be to generate higher returns, to provide you with guaranteed monthly income, or if taxes concern you as well.
Our advisors have years of experience and knowledge which means they can give you objective advice about your investments. One thing we don’t recommend? Trying to time the market! It’s nearly impossible for people to predict where the market will bottom until after it has already happened. We’ll instead help you stay focused on your goals in the long term by creating a portfolio with tactical changes today, while also giving thought to how these changes may affect you tomorrow.