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Trajan Wealth Naperville IL office exterior

Naperville, Illinois

Location Details

Meet our Naperville advisor to achieve financial peace of mind!

From the I-88: 

  • Take exit 127 for Naperville Rd.
  • Use the left lane to merge into Freedom Dr.
  • Turn left onto E Warrenville Rd.
  • Use the 2nd from the left lane to turn left into N. Washington St.
  • Turn right onto East Diehl Rd, followed by a left onto Park Street.
  • Turn right onto 46th St. The office complex is on the right side of the street.
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.”