Financial Advisors
Austin, TX
Trajan Wealth is a fiduciary wealth management firm founded by U.S. Marine Corps veterans and led by Jeff and Brenda Junior. They offer comprehensive financial services including investment management, retirement planning, estate planning, and tax strategy—all coordinated under one roof. As fee-only fiduciaries, they're ethically bound to act in clients' best interest without commissions, providing personalized strategies aligned to goals, risk tolerance, and values.
Ideal for: High-net-worth individuals, pre-retirees and retirees, estate planning clients, business owners seeking comprehensive wealth strategies
Service area: Austin, TX and nationwide
Fiduciary Standard & Fee-Only Structure: All advisors operate as fiduciaries bound to act in your best interest with no commissions on investments—ensuring objective guidance without hidden agendas or product-pushing.
Integrated One-Team Approach: Investments, retirement planning, estate planning, and tax strategy are coordinated seamlessly under one roof, eliminating blind spots from juggling multiple firms.
Veteran-Led Values & Culture: Founded and led by Marine Corps veterans, the firm's culture is built on discipline, integrity, and service—principles that guide all client relationships and financial strategies.
Address: 13809 Research Blvd Suite 500, Austin, TX 78750
Phone: (512) 720-7885
Website: trajanwealth.com
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