Financial Advisors
Draper, UT
Trajan Wealth is a fiduciary financial advisory firm founded by U.S. Marine Corps veterans, offering comprehensive wealth management, retirement planning, and estate & tax strategy services. Based in Draper with national reach, they provide integrated planning that coordinates investments, legal services, and tax expertise under one roof—eliminating the need to juggle multiple firms. Their fee-only, commission-free structure and fiduciary commitment ensure clients receive objective guidance aligned with their goals, values, and risk tolerance.
Ideal for: Retirees and near-retirees, high-net-worth families, business owners seeking integrated wealth planning, individuals wanting fee-only advisory without sales pressure
Service area: Draper, UT and nationwide
Fiduciary-First Approach: All advisors are legally bound to act in clients' best interest with no commissions on investments. This fiduciary standard is the highest duty of care in the financial advisory industry.
Integrated Planning Under One Roof: Combines wealth management, retirement planning, estate planning, and tax strategy—coordinating financial, legal, and tax expertise so all plans work together seamlessly without blind spots.
Veteran-Led Culture: Founded on Marine Corps values of discipline, integrity, and service, with leadership that prioritizes accountability and client-first decision-making.
Address: 13907 Minuteman Dr Suite 125, Draper, UT 84020
Phone: (801) 899-7600
Website: trajanwealth.com
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