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Speak with a fiduciary with no Obligation

Our advisors have years of experience and knowledge which means they can give you objective advice about your investments.

As an independent registered investment advisory (RIA) firm, Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios. In addition, we partner with independent attorneys that focus exclusively on estate planning law. 

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1 (800) 838-3079

We Specialize In Custom Financial Plans

No two portfolios (or retirement plans) are alike and that’s what makes working with us so different from anywhere else. We offer guidance based on your individual needs whether it be to generate higher returns, to provide you with guaranteed monthly income, or if taxes concern you as well. 

We believe that everyone deserves the peace of mind that comes from understanding and planning for their financial future.
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A Stress-Free Process

We'll do the paperwork and guide you step by step

First Step

Schedule a short call with a fiduciary advisor. We will answer any questions you have, review your goals, and give you guidance on what may be the best options for you.

Second Step

In our follow-up meeting, we enter a detailed fact-finding process. This includes learning more about your specific financial situation so we can tailor a custom solution.

Third Step

Our team will review your current retirement strategy and level of market risk. Then we present you with customized options designed to protect and grow your investments.

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Clients Say...

The advisors aren’t getting commissions, they’re getting compensated based on our coming up - so if you do right by us, we do right by you - so I like that aspect of it. The fiduciary relationship is something that’s really a trusted relationship and that’s very important to us.
Bob M.
I really wanted to be local. I wanted someone that I could go to to talk and my representative is exactly what I needed. Someone with a ton of experience that can explain it to us in layman’s terms to my wife and I.
John S.
Our advisor is overcommitted to solving our problems and... always available whenever we need her, always a good attitude, really on top of things and very helpful.
Kelvin and Kathryn M.
Trajan Wealth has been instrumental in preparing us for retirement. Our financial planner always listens to our ideas and concerns, then we make a plan together that ensures we are positioned correctly when it comes to market fluctuations.
Tom and Kris R.
I’d have to say the two most important things that we’ve gotten from Trajan Wealth is transparency and communication. The communication is fantastic and better than other places. The availability is great.
Thomas and Michelle Y.
This is not my field, I’m very interested in this field, but it’s not my forte. I was really looking for somewhat of a teaching experience so I could learn and feel like I was part of that process.
Deb C.

Actual clients, no compensation for testimony. No conflicts. Statements given to Trajan Wealth employees directly.

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.”