Peoria Trajan location

Peoria, Arizona

Location Details

  • 16150 N Arrowhead Fountains Center Dr, Suite 245, Peoria Arizona 85382
  • (480) 990-3300
  • [email protected]

Our Peoria office is close to the Peoria Sports Complex.

  • From AZ-101 Loop, take exit #14 to Bell Road and head east.
  • Take a right onto Arrowhead Fountains Center Dr.
  • Turn right into the office complex, just past Paradise Lane. 
  • Take a left to the parking lot.
  • We are in suite #245 on the second floor.
Ms Marti Bryant

Ms. Marti Bryant

FIDUCIARY ADVISOR

Marti has over 12 years as a fiduciary advisor specializing in working with people close to retirement or already retired. Her primary focus is on creating income plans that maximize their benefits in the most tax-efficient manner. In fact, Marti always considers taxation when advising clients. 

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. 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.”