We Are Proud To be a
Dave Ramsey is one of America’s most trusted voice on money and business matters. He is a personal money-management expert, radio personality, and author of numerous books. We are excited to be part of the Smartvestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as Trajan Wealth. By having the heart of a teacher, and not of a salesman, we dedicate the time needed to listen to your goals and educate you on your investment options.
We agree to the Smartvestor Code of Conduct.
We believe everyone deserves access to solid, professional investing guidance. We have earned our position as a Smartvestor Pro because of our experience in the industry and our drive to help others. View full Code of Conduct.
We provide a refreshing twist on financial planning.
We have the hearts of a teachers, not the attitude of a salesmen. We’re people you can feel comfortable talking to and you can trust. We’ll work together to create a plan to help you reach your goals.
We care about your future.
We’re more than a “financial planner”—We are people you can relate to and share your dreams with. We fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
The fiduciary standard requires the firm to make investment decisions in the best interest of the client. Additionally, a fiduciary is required to be transparent regarding fees and how we get paid. The brokerage world does not have this same requirement.
Further, we aim to deliver reasonable performance for the level of risk the client is comfortable with and do it in a low cost/tax effective manner.