Marti Bryant has over 20 years of experience serving as a financial advisor, specializing in working with individuals who are nearing retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner.
Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being a Fiduciary advisor allows me to offer unbiased advice without an agenda or judgment.” She takes a lot of time to learn about her clients. “I learn their hopes and dreams, what they want their life to include, and if they want to leave a legacy when they pass. Knowing what is important to them allows me to build a financial plan that is much more meaningful.”
Her approachable personality comes along with high-powered credentials. Over the years, Marti has had many speaking engagements and co-hosted a financial talk radio show on 105.1FM, “The Big Talker”. Currently, she co-hosts both the “We are Augusta” and “5Q/IQ” podcasts.
Marti's Hometown
Flagstaff, AZ
Favorite Food
Indian
Favorite Sports Team
Bruins and KC Chiefs
Quote
“Wealth management and investing with purpose allows for retirement spending with confidence.”~ Marti Bryant
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