Locations in Arizona, Oklahoma, Texas, and Utah

Peoria, Arizona

Get peace of mind with your Peoria fiduciary advisor

Ms Marti Bryant
Ms. Marti Bryant

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, CDFA®

FIDUCIARY ADVISOR

Peoria & Gilbert, Arizona

Securities-licensed in all 50 states with over 12 years serving as a fiduciary advisor, Marti Bryant specializes in working with people who are 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 has been a tax advisor for more than 20 years, and she always considers taxation when advising clients. Marti is also a Certified Divorce Financial Analyst (CDFA®), working with attorneys to create fair and equitable settlements during divorce.

Understanding her client’s temperament for risk, Marti helps design customized and trackable plans. Working at Trajan Wealth suits her because “being an independent 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”. She’s been published in the Wall Street Journal’s MarketWatch and featured in Forbes magazine. She interviewed on TV shows “The Consumer’s Advocate” and “Moving America Forward”, both televised nationally.