Call us today at 1 (800) 838-3079

Why Trajan?

We know you have many choices for financial advisors and estate planners, but please give us a moment to mention why we’re different.

HEARTS OF TEACHERS

We employ individuals with hearts of teachers who share high values. We won’t talk down to you or use fancy financial or legal jargon without explanation.

FIDUCIARY ADVICE

We are fiduciaries, and it’s a legal obligation of the highest degree for us to act in your best interest at all times. Plus, our advisors are not dually registered as brokers.

TRANSPARENCY

We have a straightforward, flat percentage fee for money management. We will also disclose any conflicts of interest.

COMMITTED SERVICE

You’ll hear from Trajan regularly, and you can always contact us with any questions. If there is an issue, we’ll work to make it right.

WEALTH & ESTATE PLANNING SERVICES
UNDER ONE ROOF

Retirement planning and estate planning go hand in hand. We are proud to offer both services under one roof to save you time and effort. 

As one of the first hybrid firms in the nation, Trajan Estate’s business structure offers unique benefits. Your estate plan is not prepared in a vacuum, and all the facets of your estate plan are considered, including wealth and tax planning. Fiduciary advisors can also protect and grow your investments, creating an end-to-end strategy for assets. 

Founders Jeff Junior and Kent Phelps
Trajan Wealth CEO Jeff Junior
and Trajan Estate CEO Kent Phelps

See the difference for yourself

Starting on a foundation of mutual respect and understanding, we will dedicate the time needed to listen to your goals and educate you on the options. As an independent firm, we have the ability to customize the portfolio to meet your own unique goals.