Travis Dragan CFA®, CMT®, FRM®

Senior Wealth Advisor

Based in Independence, Travis helps individuals and families across Ohio and Michigan navigate retirement, business or real estate sales, complex investments, and other major financial transitions through coordinated wealth planning.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Travis Typically Helps

Individuals and families navigating major life events, people approaching retirement and retirees, business owners considering a sale, real estate owners preparing for a transaction, families with significant and complex assets, clients with sophisticated investment needs.

Serving Clients in

Cleveland • Akron • Columbus • Cincinnati • Toledo • Ann Arbor • Detroit metropolitan area • Grand Rapids • Communities throughout Ohio and Michigan

Available nationwide through virtual meetings

Questions Travis Helps Answer

How can I prepare for retirement?
How should I plan for a business or real estate sale?
How can I build a tax-efficient investment strategy?
How can I coordinate estate and trust planning?
How can charitable giving fit into my financial plan?

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Rick R.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

Shara A.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

As a Senior Wealth Advisor at Mission Wealth, Travis Dragan works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Travis delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Travis leverages his expertise to provide clients with tailored advice and guidance.

I’m passionate about helping my clients achieve their financial objectives through customized investment management and comprehensive wealth planning solutions. At Mission Wealth, I am dedicated to providing an outstanding client experience for everyone I have the privilege to work with.

—Travis Dragan, Senior Wealth Advisor

Travis’s Frequently Asked Questions

What should I expect when I begin working with Travis as my financial advisor?

When a new client begins working with Travis, he prioritizes listening to their unique financial objectives. This allows him to create a customized wealth plan aligned with how each client defines success. Clients can expect to feel heard, supported, and confident in a collaborative partnership with Mission Wealth.

Will I work directly with Travis, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Travis if I live outside Independence or my situation is not listed above?

Professional Background

Prior to joining Mission Wealth, Travis excelled in a variety of roles at premier investment firms in Northeast Ohio as both an individual contributor and a leader. Since entering the industry in 2011, Travis has gained valuable experience as a portfolio manager, investment strategist, investment advisor, and leader of an investment research department and a portfolio analysis team.

Travis holds a Master of Science in Financial Engineering from Kent State University and is a Chartered Financial Analyst (CFA), Chartered Market Technician(CMT), and Financial Risk Manager (FRM).

Personal Pursuits

Travis, along with his wife and two daughters, lives in Canton, Ohio. When he’s not working towards his clients’ financial goals, he enjoys spending quality time with his family, tackling home improvement projects, and prioritizing physical fitness and healthy nutrition habits with his wife.

Request an introduction to Travis Dragan.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Travis Dragan and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction