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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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Q4 Brings Hope After a Dismal Q3

Q4 Brings Hope After a Dismal Q3

Writen by Michael Lebowitz and Lance Roberts | Oct 3, 2022

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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.

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%

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.

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

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

Office: (281) 501-1791
 | 

In November 2009, Connie Mack founded RIA Advisors in Houston to deliver the highest standards of…

Lance Roberts
Lance Roberts
Chief Investment Strategist

Office: (281) 501-1791
 | 

Lance Roberts has an extensive investing background that spans more than 25 years. From private banking…

Richard Rosso
Richard Rosso
Director of Financial Planning, CFP®

Office: (281) 542-3585 | Cell: (936) 827-2858
 | 

Richard Rosso has been in the financial services industry for 26 years….

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

Office: (281) 501-1791 | Cell: (713) 876-4950
 | 

Danny is a native Houstonian who has worked in the financial services…

Michole Fields
Michole Fields
Compliance Manager & Controller

Office: (281) 501-1791

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

Stephanie Lawrence
Stephanie Lawrence
Director of Operations

Office: (281) 501-1791
 | 

Stephanie joined the team in 2021 and brings 20 years of financial services expertise to the…

Samantha Samolu
Samantha Samolu
Client Services Manager, MBA®

Office: (281) 241-4999
 | 

In May 2016, Samantha (“Sam”) Samolu joined the RIA Advisors team as the Client Service Administrator….

Daniel Whitty
Daniel Whitty
Client Services Administrator

Office: (281) 501-1791
 | 

Daniel joined the RIA team in December 2021. Prior to joining the team, in 2019, he…

Tom Allen
Tom Allen
Retirement Plan Consultant

Office: (281) 501-1791
 | 

Tom Allen joined RIA Advisors in April of 2021 with the sole focus of serving and…

Chris Behan
Chris Behan
Business Development Officer

Office: (832) 521-2997
 | 

A graduate of the University of Florida with a Bachelor of Science degree from the…

Michael Lebowitz
Michael Lebowitz
Portfolio Manager, CFA®

Office: (281) 501-1791
 | 

Michael Lebowitz brings more than 25 years of financial markets and risk management experience to RIA…

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

Office: (281) 466-4842
 | 

Frank has a Bachelor of Science degree in Geophysical Engineering and a Master of Science degree…

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

Office: (832) 730-1350
 | 

Craig began his career in financial services in 1990 after graduating from the University of Texas…

Jonathan Penn
Jonathan Penn
Senior Financial Advisor, CFP®

Office: (281) 501-1791
 | 

Jonathan has over 15 years of experience serving the unique financial needs of individuals and families….

Nick Lane
Nick Lane
Financial Analyst, MS

Office: (832) 742-1141
 | 

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

Pashaa Simmons-Green
Pashaa Simmons-Green
Client Services Administrator

Office: (281) 501-1791
 | 

Pashaa brings over 14 years of experience in the financial services industry. Pashaa has earned her…

Brent Clanton
Brent Clanton
Executive Producer – Lance Roberts Show

Office: (281) 542-3585 | Cell: (713) 465-9365
 | 

Brent Clanton serves as Studio Manager and Executive Producer for The Real…

Erica Theriot
Erica Theriot
Director of Marketing

Office: (832) 521-2996
|

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

She…

Karen Roan
Karen Roan
Director of Investment Relations

Office: (281) 241-1067
 | 

Joined RIA Advisors in 2016 as Director of Investment Relations. Her responsibilities include communications with clients…

Our Locations

Houston

11750 Katy Freeway - Suite 840
Energy Tower IV - Houston, TX 77079

Austin

310 West Main Avenue
Round Rock, TX 78664

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