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.
Accredited Investment Fiduciary
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.