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Get Expert Advice, Personalized For You. Virtually.

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A Fresh Set of Eyes on Your Finances

Few of us have the time or energy to research the best financial plan for ourselves. Then, last-minute decisions can lead to more than just second-guessing yourself. Avoid common pitfalls, such as poor tax planning, emotional decision-making, and an imbalanced portfolio. Whether you’re nearing retirement, already there, or just starting, our fiduciary advisors are here to help you make confident, informed decisions.

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Why Get A 2nd Opinion?

At Trajan Wealth, a veteran-led and privately owned firm, it’s always a good time for a fresh perspective. We do things differently, offering a comprehensive suite of in-house services – from expert investment management and tax planning to detailed estate planning – all delivered by fiduciaries who always put your best interests first. Discover how our personalized approach can help you plan smarter and dream bigger, all from the convenience of a virtual consultation from the comfort of your home.

What You Can Expect In Your Free Consultation:

A one-on-one personalized review of your current financial situation.
Tailored retirement and investment recommendations.
Insights from an experienced fiduciary advisor.
No cost. No obligation. 100% confidential.

Your Dedicated In-House Team

Under One Roof

Benefit from a truly comprehensive approach with our in-house experts in financial planning, investment management, tax planning, and estate planning.

Customized Portfolios

Our fiduciary advisors get to know you, and your individual portfolio is custom-tailored toward your goals and timeline.

Tax Planning

Evaluate your options and plan tax strategies with a financial advisor early, as more time creates more opportunities.

Retirement Planning

Every retirement is different, so we offer guidance on many financial goals, including strategies for lifetime income and claiming Social Security.

Wills & Trusts

Our estate planning lawyers can help you plan for when the unthinkable happens. Make sure you’re taken care of—and those who matter most.

Why Thousands Trust Trajan Wealth

Fiduciary Standard – Your Best Interest First:

Our nationally recognized advisors are fiduciaries. We’re ethically bound to act in your best interest, always. We’ll make sure to explain things clearly, without using confusing financial or legal jargon without explanation.

Veteran-Led & Privately Owned:

Experience the commitment and personalized approach that comes from a firm built on strong values and independence. We’re not beholden to shareholders, only to you. It’s a commitment that began when Marine Corps veteran Jeff Junior founded the company in 2012.

Fully Transparent Pricing

Our success is tied to yours: the more you make, the more we make. It’s that simple. There are no hidden fees.

Real People. Real Results.

They answer all your questions and I loved it. It was a really good experience… They’re authentic, they’re transparent, they’re not trying to hide anything. They’re not trying to have you buy something that they’re going to make a commission on, that’s the whole point of fiduciaries which I liked.

~ Erika & John Y.

Trajan Wealth was very helpful in getting our money invested. They explained exactly what to expect and made it easy for us to understand. Very thankful to Michael Collins for his assistance. Extremely happy with this decision.

~ Vickie D.

About 4 years ago we moved our retirement account to Trajan Wealth we were looking for growth and income. With us it’s about trust with our life savings. Our advisor is very knowledgeable and helpful in our decision making. I never write a review until I see results first. We are glad we made the move And no we not pd. For this review

~ Tony T.

We put together a complete estate plan in just three 1 hour meetings. The meetings were well organized and planned by the attorney. The concepts and legal terms were all well explained by giving real world examples. The staff at Phelps are easy to work with. They went out of their way to make it an enjoyable experience.

~ Don H.

Actual clients, no compensation, no conflicts. Trajan Wealth Google Reviews.

Talk to a Fiduciary —
No Cost, No Obligation

Take the first step towards a more secure financial future. Schedule your FREE virtual consultation today!

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