# TRJ Financial

- **Website:** <https://trjfinancial.com>
- **Primary alias:** `trjfinancial.com`

## Description

TRJ Financial Services is an independent financial advisory firm based in West Des Moines, Iowa, led by Matt and Andrea Wilcox. The firm aims to help clients connect their financial decisions with both their goals and their current circumstances, offering guidance designed around each person’s needs and risk tolerance. Its approach emphasizes listening, clear communication, transparency, and step-by-step support. Clients can use a private dashboard to review investment scenarios and see how their investments are performing.

TRJ Financial Services offers financial planning focused on identifying a client’s current financial path and recommending strategies to support lifetime income. Its services also include investment advice, Medicare plan guidance, long-term care planning, estate planning, and life insurance. Andrea Wilcox brings experience in financial services and insurance, including expertise in pre-retirement planning, Medicare, and long-term care options. Matt Wilcox has worked in mortgage and financial services since 2005. Together, they help clients consider how to manage capital, protect retirement income and assets, and plan for the transfer of wealth.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/trjfinancial)
- [instagram](https://instagram.com/mattandandreawilcox)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idaudlH57E/w/200/h/200/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793157800241)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idaudlH57E/w/697/h/697/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793157800432)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Prussian Blue | #003c56 | accent |
| Scorpion | #595959 | dark |
| Silver | #c8c8c8 | light |

## Fonts

- Playfair Display — asset _(google)_
- var(--wpex-body-font-family — asset _(custom)_

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_Source: <https://brandfetch.com/trjfinancial.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._