At Trammell Wealth LLC, we believe financial clarity should be accessible to everyone. Our mission is simple yet powerful: Plan. Protect. Prosper. This motto guides everything we do as we help individuals and families make informed, confident financial decisions.

Our symbol is a cross, not only because it reflects the "T" in Trammell Wealth, but also because it reflects who we are. As a Christian-led firm, we believe that wealth is not simply owned, but entrusted. Everything we have ultimately belongs to God, and our responsibility is to be good stewards of the resources He provides. In the same way, we consider it a sacred responsibility to help our clients steward their financial assets with wisdom and integrity.

“Moreover, it is required of stewards that they be found faithful.” – 1 Corinthians 4:2

As a fiduciary advisory firm, we are committed to transparent fees and unbiased guidance. Our clients know exactly what they’re paying and what they’re getting—no hidden agendas, no confusing commissions.

Why Stewardship Matters

We see financial planning not just as numbers and strategies, but as a way to live out biblical stewardship:

• Plan – “The plans of the diligent lead surely to abundance.” – Proverbs 21:5

• Protect – “The prudent see danger and take refuge, but the simple keep going and pay the penalty.” – Proverbs 27:12

• Prosper – “Beloved, I pray that in all respects you may prosper and be in good health, just as your soul prospers.”– 3 John 1:2

We welcome clients of all backgrounds and account sizes—there are no AUM minimums here. Whether you’re just starting to plan for retirement or fine-tuning your financial future, our team is ready to help.

A Different Kind of Advisory Firm

What makes Trammell Wealth different?

• We offer single-project financial services, making it easier than ever to get expert advice when you need it.

• We serve clients as people, not portfolios. Every family, every individual matters.

• We recognize that financial planning is not only about building wealth—it’s about protecting families, creating legacies, and prospering with purpose.

Our Services Include:

• Social Security optimization

• Retirement readiness checks

• Education funding strategies

• Tax planning and preparation

• And much more

We’re here to support your financial goals, one step at a time—helping you live faithfully, steward wisely, and prosper with purpose.