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Real Solutions For All of Your Investment Needs

Build, Preserve and Protect Your Wealth.

There are some basic truths about investing in the financial markets, financial planning, and investment advisory services. For over 30 years, the professionals behind Real Investment Advice have been navigating markets, managing portfolios, and helping clients reach their financial goals.

For those in, or near, retirement, periods of financial downturn can have catastrophic implications for the future. Partner with an RIA Advisor to build a comprehensive financial plan tailored to preserve and protect your wealth.

Original Content. Real Investment Advice.

You won’t find generic, rebranded content with watered-down investment advice at RIA. The team produces original, high-quality, and well-researched daily commentary, blogs, newsletters, and videos with information to help you manage your money better, make better financial decisions, and avoid media bias.

Partner with an RIA Advisor to receive real investment advice on how to build, preserve and protect your wealth with a comprehensive financial plan.

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Summer Driving Season is Late This Year- Signal or Noise?

Summer Driving Season is Late This Year- Signal or Noise?

Writen by Lance Roberts, Michael Lebowitz and Nick Lane | May 20, 2024

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The Companies Behind RIA

Behind every great resource, is a great group of professionals working for you. From investment management to portfolio allocations, financial planning, insurance, and employee retirement plans, there are a group of companies working for you in a fiduciary manner.

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Who We Serve

The deep levels of experience, knowledge, and capabilities at RIA allow us to serve a very diverse group of clients.

  • Individuals
  • Family Partnerships
  • Estates
  • Family Offices
  • High Net Worth
  • Partnerships
  • Corporations
  • Institutions
  • Retirement Plans
  • Endowments

Services We Offer

  • Portfolio Management
  • Financial Planning
  • Retirement Planning
  • Insurance Planning
  • Social Security Maximization
  • Tax Strategies
  • Income Strategies
  • Medicare Planning
  • 401k Management
  • Retirement Income Distribution Planning
  • Risk Management & Capital Preservation
  • Estate Planning

Portfolio Solutions

  • Portfolio Solutions
  • Dividend Income
  • Individual Equity and ETFs
  • Option Strategies For Income & Preservation
  • Wide Range Of Allocation Models
  • Fixed Income Solutions
  • Active Management
  • Fundamental & Technical Analysis
  • Low-cost Robo-Advisor solutions
  • Flexibility For Personal Or Company Requirements
  • Max Fee Structure Is 1.25%
Who we Serve

Expertise

The team behind RIA all have decades of experience in the financial industry. Importantly, as a fiduciary, you will find a team that is transparent, diligent, and committed to serving your needs and always working in your best interest. All of our financial planning professionals are certified, and our investment team brings more than 30-years of experience to your portfolio management.

Expertise

Declare your independence but don’t go it alone. Join our team.

Connie Mack
Connie Mack
President/Founder, AIF®, AAMS®, CRPS®

In November 2009, Connie Mack founded RIA Advisors in Houston to deliver the highest standards of excellence, integrity and education in meeting his clients’ financial…

Lance Roberts
Lance Roberts
Chief Investment Strategist

Lance Roberts has an extensive investing background that spans more than 25 years. From private banking and investment management to private and venture capital, Lance…

Richard Rosso
Richard Rosso
Director of Financial Planning, CFP®

Richard Rosso has been in the financial services industry for over three decades. Richard has helped individuals, families and small businesses make holistic financial decisions…

Danny Ratliff
Danny Ratliff
Sr. Financial Advisor, CFP®, ChFC®

Danny is a native Houstonian who has worked in the financial services industry for the last 13 years, beginning with Wells Fargo Bank and Wells…

Michole Fields
Michole Fields
Compliance Manager & Controller

In 2014, Michole Fields joined the RIA Advisors team, where she serves as Compliance Manager and Controller. Among her responsibilities, she assists in monitoring our…

Samantha Samolu
Samantha Samolu
Client Services Manager, MBA®

In May 2016, Samantha (“Sam”) Samolu joined the RIA Advisors team as the Client Service Administrator. In her new role with the company, Sam’s responsibilities…

Kevin Schmittou
Kevin Schmittou
Operations Specialist

Kevin was born and raised in Michigan but has lived in Houston for the better part of the last 26 years.
He enjoys calling Texas his…

Frank Marrone
Frank Marrone
Sr. Financial Advisor, CFP®, CRPC®

Frank has a Bachelor of Science degree in Geophysical Engineering and a Master of Science degree in Mineral Economics from the Colorado School of Mines. His…

Jonathan McCarty
Jonathan McCarty
Sr. Financial Advisor, CFA, CFP®,NSSA®

Jonathan began his career in financial services in 2011 in Los Angeles, CA. His prior experience includes six years with Merrill Lynch Wealth Management and…

Jonathan Penn
Jonathan Penn
Sr. Financial Advisor, CFP®,NSSA®

Jonathan has over 17 years of experience serving the unique financial needs of individuals and families. A graduate of Stephen F. Austin State University with…

Sarah Buenger
Sarah Buenger
Senior Financial Advisor, CFP®, MSPFP, MPASSM

Joining the team at RIA Advisors as a Senior Financial Advisor in 2023, Sarah Buenger brings over 23 years of experience in serving and advising…

Craig Severin
Craig Severin
Sr. Financial Planner, CFP®, NSSA®

Craig began his career in financial services in 1990 after graduating from the University of Texas at Austin. He earned his CFP® designation in 1994….

Michael Lebowitz
Michael Lebowitz
Portfolio Manager, CFA®

Michael Lebowitz brings more than 25 years of financial markets and risk management experience to RIA Advisors. Throughout his career, Michael has been involved in…

Nick Lane
Nick Lane
Financial Analyst, MS

Nick is a native of Kingwood Texas. He received his bachelor’s degree in Accounting and Finance and his Master’s of Science in Finance from the…

Tom Allen
Tom Allen
Retirement Plan Consultant

Tom Allen joined RIA Advisors in April of 2021 with the sole focus of serving and developing qualified retirement plan business. In his role as…

Chris Behan
Chris Behan
Business Development Officer, MBA®

A graduate of the University of Florida with a Bachelor of Science degree from the College of Health and Human Performance. Chris also has a…

Pashaa Simmons-Green
Pashaa Simmons-Green
Senior Client Services Administrator, AAMS®

Pashaa brings over 14 years of experience in the financial services industry. Pashaa has earned her Series 6, 7 and 66, as well as securing…

Sherri Jones
Sherri Jones
Client Service Associate

Sherri Jones is native Texan, raised in Nederland. She is a 2007 graduate from The University of Texas at Tyler where she received a…

Daniel Whitty
Daniel Whitty
Financial Paraplanner, Client Service Administrator, AAMS®,FPQP®

Daniel is a native Houstonian and a graduate of Strake Jesuit College Preparatory. He graduated from the University of Houston, cum laude, with a Bachelor…

Natalie Evans
Natalie Evans
Client Services Administrator

Natalie is a dedicated and skilled Client Service Administrator with 5 years of experience in the financial field. Her strong work ethic and dedication to…

Brent Clanton
Brent Clanton
Executive Producer – Lance Roberts Show

Brent Clanton serves as Studio Manager and Executive Producer for The Real Investment Show with Lance Roberts and associated podcasts, which air terrestrially weekday mornings,…

Matt Doyle
Matt Doyle
Senior Relationship Manager

Throughout his life, Matt has epitomized the entrepreneurial spirit, embarking on his journey by teaching roller-blading lessons at the tender age of 12. This…

Rianne Samlalsingh
Rianne Samlalsingh
Client Relationship Specialist

Rianne has over 13 years of experience in the insurance industry working for both captive and independent agencies. She has her property and casualty license…

Erica Theriot
Erica Theriot
Director of Marketing, B.A., SEO, AAMS®

Erica was born and raised in Texas, where she learned the importance of hard work.

She earned a B.A. in Economics from The University of Texas…

Karen Roan
Karen Roan
Director of Investment Relations

Joined RIA Advisors in 2016 as Director of Investment Relations. Her responsibilities include communications with clients and prospective clients, operational support of the financial planning…

Our Locations

Houston

11750 Katy Freeway - Suite 840
Energy Tower IV - Houston, TX 77079
855-RIA-PLAN (855-742-7526)

Austin

310 West Main Avenue
Round Rock, TX 78664

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