Experience the Difference with Trajan Wealth
Trusted by families nationwide to plan, protect, and preserve their financial future.
Actual clients, no compensation, no conflicts. Trajan Wealth Google Reviews.
Why Investors Choose
Trajan Wealth
Fiduciary guidance, an integrated approach, and transparent pricing—so your financial plan works as hard as you do.
Fiduciary First
Our advisors are ethically obligated to put your best interests first, always.
Integrated Approach
Investments, estate planning, and tax strategies coordinated under one roof.
Transparent Pricing
Clear, straightforward fees with no hidden costs or surprise add-ons.
About Us
Who We Are
Trajan Wealth was founded in 2012 with a straightforward mission: serve clients with transparency, integrity, and discipline. From the beginning, we’ve believed financial advice should be clear, honest, and always in your best interest.
Veteran-Led Leadership
Our founder and CEO, Jeff Junior, is a U.S. Marine Corps veteran. The values of service, discipline, and accountability that guided him in uniform continue to guide our firm today. Those principles are reflected in the way we manage investments, plan estates, and build long-term client relationships.
Integrated Financial Services
Unlike many firms that only focus on investments, we take an integrated approach. Trajan Wealth brings together fiduciary investment management, estate planning, and tax strategies under one roof. This coordination helps ensure that every aspect of your financial life works together, not in silos.
Our Promise to Clients
We lead with the hearts of teachers. That means taking time to explain, educate, and empower you, so you can move forward with confidence in the decisions you make about your financial future.
TRUSTED BY OUR CLIENTSRespected Industry-Wide
Nationally recognized advisors guided by veteran principles.
Your Plan Deserves a Fresh Look
Getting a second opinion can reveal opportunities or risks you may not be seeing. This isn’t about undoing what you’ve built; it’s about making sure it’s working as hard as it should be.
If you have an advisor
A second set of eyes can validate the strategy or uncover hidden fees, inefficiencies, or missed opportunities that could impact your future.
If you’re doing it yourself
You’ve done a great job getting here, but markets and tax laws don’t stand still. We’ll help you stress-test your plan with an experienced perspective.
Experience The Difference
Build A Custom Financial Strategy
Whether you’re hands-on or hands-off, your goals drive the personalized plan. No templates, no shortcuts.
Get Clarity Around Fees, Risk, And Taxes
We show you what you’re really paying, what you’re really exposed to, and how to optimize.
Enjoy Accessible, Responsive Service
Real conversations, real people — whether you meet us in person or virtually.
Take The Next Step
Your financial future deserves clarity and confidence.
Book Your Complimentary Consultation
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