What started in 1997 as an accounting and tax practice in Dallas grew, over the years, into full wealth management, though the tax fluency at the center never went anywhere. Because taxes touch investments, income, and what eventually passes to heirs, learning the business from that side first trained us to see how one decision moves the others. It is why investment strategy, tax positioning, and estate considerations get worked out together, since for wealth of real size the largest opportunities and the largest risks tend to sit where those areas overlap rather than inside any single one.
A Fiduciary Standard That Governs Every Recommendation
Operating as a fiduciary is a matter of practice for us, not a box checked for compliance. Every recommendation gets measured against one question before it reaches a client. Is this in that person's best interest, full stop. How we are paid and how portfolios are built are laid out plainly, so no incentive sits hidden behind the advice.
How We HelpPlanning for Cycles and for Generations
Portfolios here are designed around a client's real time horizon and risk tolerance, not the narrative the market happens to be telling this quarter. We hold that discipline hardest when markets are volatile, when the pull to react is strongest, and the cost of reacting badly runs highest. The same long view reaches past any one person to the whole family. It covers how wealth transfers and how the next generation is readied to manage what comes to them, not simply receive it.
Meet Our FounderRandy Martin, CPA Founder and Managing Director
Personal Financial Guidance Informed by Decades of Tax Experience.
Randy Martin founded Mar10 Advisors to help individuals, families, and business owners make thoughtful decisions about their financial future. He works with clients to align investment strategy, retirement planning, and tax considerations with their goals. A CPA and Enrolled Agent who has advised clients since 1998, Randy brings a broad perspective and a personal approach to every relationship.
Meet The TeamThe People Behind Mar10 Advisors
Our team brings together decades of combined experience to help families and business owners plan with confidence.
Start the ConversationBring Your Whole Picture to One Table
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The clearest way to tell whether this fits is a direct conversation about your own situation, with no script and no obligation. Reach out whenever you are ready, and we will begin with what you are working to protect and build.
