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 clientโs needs. Simply put, weโre in the business of helping our clients reach their unique financial objectives. We accomplish this task by taking the time to understand the clientโs financial situation, goals and risk tolerance. Based upon this in-depth analysis, we then recommend, develop, implement and monitor their investment portfolio performance.
In November 2009, Connie Mack founded RIA Advisors to deliver the highest standards of excellence, integrity and education in meeting his clientsโ financial goals and challenges. Connie has built RIA Advisors from a one-person office to one of the fastest growing investment boutique firms in the greater Houston area. Now more than in excess of $2 billion of assets under management, RIA Advisors now has seven financial professionals who serve a wide range of families, individuals and businesses for a broad scope of financial services, from asset management to retirement planning to 401K programs for businesses to Social Security optimization.
In his role as Founder, Connie is responsible for the overall management and execution of RIA Advisors investment strategies and investment committee. He also serves as RIA Advisors Chief Operations Officer and Chief Compliance Officer. Connie works directly with his clients as their financial advisor.
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