About
Robert Martinez spent 10 years building and selling two businesses before becoming a financial advisor. That firsthand experience makes him uniquely qualified to guide business owners through growth, exit planning, and what comes after.
Investment Philosophy
Business owners face a unique financial challenge: most of their wealth is locked in an illiquid asset. My job is to help them diversify intelligently and plan for the day they walk away.
Your business built your wealth. A great exit plan protects it.
Firm Information
FirmExit Path Financial Planning
PositionManaging Partner
Agency TypeRIA
Firm CRD#678901
About FirmA Dallas-based RIA exclusively serving business owners navigating growth milestones, succession, and post-exit wealth management.
Professional Details
Advisor CRD#789123
Fiduciary Yes — acts in your best interest
CompensationFee-Only
Designations
Licenses
Investment Information
Assets Under Management$78M