Your Partner in Financial Success
Technological Tools
Our commitment to excellence extends to the tools and technology we employ at RIA Advisors. We leverage cutting-edge technological solutions to enhance the efficiency, security, and accuracy of our services. From advanced portfolio management software to secure client portals, we utilize a range of tools to streamline processes and deliver real-time insights to our clients. By staying at the forefront of technological advancements, we ensure that our clients have access to the latest tools and resources to help them achieve their financial goals.
Our Focus
At RIA Advisors, we work with a wide range of individuals, families and business clients, providing money management and financial planning services tailored to each client’s needs. Simply put, we’re in the business of helping our clients reach their unique financial objectives. We accomplish this task by taking the time to understand the client’s financial situation, goals and risk tolerance. Based upon this in-depth analysis, we then recommend, develop, implement and monitor their investment portfolio performance.
Holistic Approach
The financial crisis of 2008 served as the catalyst for creating RIA Advisors. In our roles as financial advisors at another financial services company in Houston, we were frustrated and disappointed with that firm’s complacency and lack of focus in providing adequate guidance to clients as they faced rapid loss of wealth in the worst market derailment since the Great Depression. This situation drove us to seek a path where we could put our clients’ interests first – not shareholders.
In 2009, we launched RIA Advisors at our office in Houston. We understand that, as investors, our clients’ prospective has changed. After devastating stock market collapses since the start of this century, it’s time for RIA Advisors.
How We’re Different
An objective, client-focused mission that:
- Avoids inflexible investment strategies based on the “buy and forget” mentality
- Eschews the lack of experience and knowledge that too frequently now characterizes many brokers who frankly are better equipped to be salespeople instead of trusted financial advisors.
- Rejects the practices of many financial services companies which overlook or neglect the total, holistic financial life planning, portfolio customization and education that clients need and deserve.
Unlike other financial services firms:
- We offer personalized, customized money management and financial planning.
- We deliver goals-based planning for each client’s portfolio.
- We are objective in our financial analysis for each client.
- We adhere to a buy-rebalance-sell discipline.
- We take pride in handling all clients’ requests with a sense of urgency and respect.
We act in the best interests of our clients – with no pressure to market investment products that are inappropriate for our clients.
Our Experience
Together, our team brings more than 75 years of experience and expertise in the financial services industry. We serve a broad range of clients with various financial situations and requirements. Our clients include individuals and families — some of whom have built considerable assets for their retirement while others are just beginning to plan for their financial future. RIA Advisors seasoned team is especially adept at guiding young professionals, often in their 30s or 40s, who want to create a financial strategy. Our hourly-rate planning program is well matched to fit our young clients’ needs and aspirations.
We also are experienced in serving a wide scope of businesses and organizations, such as family-owned companies, law firms and medical practices.
Our overarching goal is to build long lasting relationships with clients, where we can help guide them through market fluctuations, major life events and evolving financial/life goals. We are especially grateful to our long-term clients, many of whom we have had the honor of serving for several years.
Accredited Investment Fiduciary
As a financial advisor, we are committed to act in the best interests of our clients – without any conflicts of interest to other financial institutions or shareholders. There are no distractions or pressure for our team members to market investment products that would be inappropriate for our clients. Every day, we put our dedication to clients into action by creating investment strategies that directly address their unique requirements and goals.
Our clients benefit from Connie Mack’s certification as an Accredited Investment Fiduciary, a rigorous training program. Connie’s accreditation ensures that RIA Advisors follows a prudent process regarding investment practices and the implementation of policies and procedures.
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Declare your independence, but don’t go it alone.