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.

Latest Insights

Q4 Brings Hope After a Dismal Q3

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

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Volatility Spikes As The Quarter Comes To An End

Writen by Lance Roberts | Oct 1, 2022

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Mild Recession Likely To Be Worse Than Expected

Writen by Lance Roberts | Sep 30, 2022

> See Previous Post

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.

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Connie Mack

President/Founder, AIF^®, AAMS^®, CRPS^®

Office: (281) 501-1791
Email | LinkedIn

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

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Lance Roberts

Chief Investment Strategist

Office: (281) 501-1791
Email | LinkedIn

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

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Richard Rosso

Director of Financial Planning, CFP^®

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

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

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Danny Ratliff

Sr. Financial Advisor, CFP^®, ChFC^®

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

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

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Michole Fields

Compliance Manager & Controller

Office: (281) 501-1791
Email

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

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Stephanie Lawrence

Director of Operations

Office: (281) 501-1791
Email | LinkedIn

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

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Samantha Samolu

Client Services Manager, MBA^®

Office: (281) 241-4999
Email | LinkedIn

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

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Daniel Whitty

Client Services Administrator

Office: (281) 501-1791
Email | LinkedIn

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

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Tom Allen

Retirement Plan Consultant

Office: (281) 501-1791
Email | LinkedIn

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

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Chris Behan

Business Development Officer

Office: (832) 521-2997
Email | LinkedIn

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

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Michael Lebowitz

Portfolio Manager, CFA^®

Office: (281) 501-1791
Email | LinkedIn

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

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Frank Marrone

Sr. Financial Advisor, CFP^®, CRPC^®

Office: (281) 466-4842
Email | LinkedIn

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

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Craig Severin

Sr. Financial Planner, CFP^®, NSSA^®

Office: (832) 730-1350
Email | LinkedIn

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

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Jonathan Penn

Senior Financial Advisor, CFP^®

Office: (281) 501-1791
Email | LinkedIn

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

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Nick Lane

Financial Analyst, MS

Office: (832) 742-1141
Email | LinkedIn

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

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Pashaa Simmons-Green

Client Services Administrator

Office: (281) 501-1791
Email | LinkedIn

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

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Brent Clanton

Executive Producer – Lance Roberts Show

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

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

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Erica Theriot

Director of Marketing

Office: (832) 521-2996
Email | LinkedIn

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

She…

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Karen Roan

Director of Investment Relations

Office: (281) 241-1067
Email | LinkedIn

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

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Real Investment Advice is powered by RIA Advisors, an investment advisory firm located in Houston, Texas with over $1 billion in assets under management. As a team of certified and experienced professionals, we seek to provide our clients with educational services and the necessary information and tools to educate you in the field of finance, investing and economics. To this end, you can use the Real Investment Advice Platform to avail yourself of various video, audio and proprietary collections of information at your leisure to learn and gather the necessary information that you may need in the fields of investment news, investment opinion, financial news, financial opinion, economic news and economic opinion, finance, investing and economics. Utilizing the functionality and tools provided by Real Investment Advice, you can access this information in a variety of ways, including via video and audio programming, audio and visual media content streaming services, downloadable audio-visual media, uploaded, posted or tagged third-party videos, receiving or viewing audio and video clips, blogs, podcasts, and YouTube videos, all of which are accessible on the Real Investment Advice media platform and/or various Internet and communications links that are accessible via the Real Investment Advice Platform and allow for the broadcasting, transmission and streaming of the information and audio-visual content to your media devices and other communications platforms for your viewing and listening pleasure. All of these tools and sources of information are made available to you so that you can utilize the same to make the right financial, economic and investment decisions.

RIA Advisors offers multiple custodial arrangements, either directly of through wholly owned subsidiaries, with Fidelity, TD Ameritrade, Charles Schwab and Interactive Brokers.