Trajan Wealth

The markets are volatile.
Get a complimentary 2nd opinion.

Free and Confidential Consultation on your investments

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For Your Financial Health

Get a 2nd opinion on your retirement plan

The calm second opinion of a pro can be the antidote to the chaos and anxiety that come with market volatility. We can help you steer clear of hasty choices so you can stay focused on your long-term goals.

Trajan Wealth is here to offer support and be your ally during recessions. We share practical individualized strategies with our clients so they can prepare themselves against the worst impacts of recessions—both when it comes to investments and their lifestyles.

Fiduciary

Fiduciary

We review your risk tolerance level, along with learning about your goals and the timeline for your objectives. By working together, we will develop a retirement plan that reflects your values.

Transparency

Transparency

We have a straight-forward flat fee pricing for money management. The more you make, the more we make. Since our interests are aligned, it alleviates any need to sell you costly investments.

Commitment

Commitment

We are committed to helping you reap the full benefits of your investments, as well as taking the necessary precautions to protect your assets. It’s our fiduciary duty to put your best interests first.

Our Services

Wealth Management

Trajan Wealth builds and monitors individual portfolios customized to help clients achieve their financial goals.

Financial Planning

No two retirement plans are the same. That's why Trajan Wealth offers guidance on an array of financial objectives.

Annuities & Much More

From higher potential returns with guaranteed income to wills and trusts, we're a full service independent agency.

We are vetted by Dave Ramsey

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.

SmartVestor

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*Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.