John McPhillips - Raymond James

Our loan officers bring honesty and expertise to each relationship. We sort through the complexity. We mind the details. We take our responsibility seriously because it matters to people’s futures.

Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. We can help you prepare for retirement with wealth management, tax planning, and estate planning. Save time and money with advisors and estate attorneys that work together under one roof. We will dedicate the time needed to listen to your goals and educate you on the options. Speak to one of our fiduciary advisors today.