About Logan Marcus

Logan Marcus

Logan Marcus has more than 13 years of experience practicing law and close to a decade of experience in financial services, offering our clients multiple qualifications that are rare in the financial services industry. As an investment advisor, Logan holds her Series 65 registration and maintains the rigorous principles she upholds as an attorney: always serving clients’ best interests. While Logan’s fiduciary duty once called on her to uphold the Constitution and pursue justice for her clients, she now uses her vast array of tools to help clients in a different area of life—guiding them toward their goal of a satisfying retirement.

The first step in Logan’s process is always to listen to her clients and to customize her advice accordingly. She often counsels people five to 10 years away from retirement when they are most concerned about how much money they need to have saved before retiring and how they will generate the income necessary for a successful and stress-free retirement. Tax planning becomes critical if many assets are held in traditional qualified retirement plans like 401(k)s since ordinary income taxes will be due on withdrawals. With a wide range of services and strategies at her fingertips and an unwavering moral compass, Logan works tirelessly to develop custom plans that match each client’s retirement goals.

Logan is passionate about educating consumers about financial and retirement matters. She was recently featured on the cover of CIO Today. She hosts a radio show, Cover Your Assets with Logan Marcus every Saturday and Sunday. On the show, Logan discusses tips, strategies, and investment-related information to guide listeners toward financial security.

Logan’s concern for others and her ability to cultivate strong and productive relationships are also fundamental to her success as an advisor. Her fiduciary duty, always at the forefront, ensures that she approaches financial matters with the highest ethical standards. She is acutely aware of the personal nature of finances and approaches her work with an open ear and heart while still maneuvering the marketplace with bullish strength and confidence.

Originally from Newton, Massachusetts, Logan went to Syracuse University for her undergraduate studies and later moved to California to attend law school. She practiced in the San Diego and Los Angeles areas for many years before transitioning to financial services. Logan now resides in Scottsdale, Arizona, with her fiancé Don. When she finds free time, she enjoys practicing Pilates, traveling, reading, watching movies, trying new restaurants, and pursuing an active lifestyle.