Rio Grande Valley & San Antonio Financial Advisors
MAH Financial Services
Welcome to MAH Financial Services, where we redefine the role of financial planners with a focus on your success. From the vibrant Rio Grande Valley to bustling San Antonio, we’re dedicated to providing you with top-tier independent financial products tailored to your unique needs and aspirations. As fiduciaries, our commitment to your financial well-being means we’re not limited to specific products or agendas; instead, we offer thousands of options to ensure the perfect fit for your financial journey.
Whether you’re a prospect seeking a fresh approach or a client experiencing the MAH difference firsthand, we’re more than just advisors—we’re your allies in financial prosperity, dedicated to understanding your goals and providing the tools and support necessary for your success.
It’s Time To Get On Track
Our Path To Financial Success
We follow a four-step 401(k) Optimizer process to create your financial plan. The benefit of our four-step process is that it delivers real-time alerts and provides personal finance advice. This process helps you make informed decisions about your money based on facts and an experienced team of professionals to help guide you along the way. We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom-tailored solution and annuity that we continue to monitor and adjust until the end of time.
The Four Steps to Our 401k Optimizer
Our Insightful Guides and Podcast
Financial Resources
Optimizing Your Social Security
In Today’s World – 2025 Edition
Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, Optimizing Your Social Security in Today’s World, you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.
Retire Rich Podcast with MAH Financial
Welcome to Retire Rich: Tales of Financial Freedom with Marc Hernandez and Carlos Lopez from MAH Financial. In this podcast, we guide professionals of all generations, including GenX, Millennials, and Baby Boomers, to answer an array of questions ranging from building wealth in 401(k) plans to selecting life insurance policies, including questions about IRAs, dividends, and bond alternatives. So, tune in as South Texas’ own financial advisors and fiduciaries, Marc and Carlos, draw from years of expertise, interview clients, and share stories of financial wisdom to accelerate your path to achieving your financial goals.
Why Choose
MAH Financial Services
Discover a financial partner that’s more than just a service provider – we’re a dynamic community committed to your success. With us, you’ll find the tools, autonomy, and unwavering support needed to pursue your goals and elevate your business. Whether you’re aiming to expand your network or increase profits, we’re here to turn your aspirations into reality.
Your success is our mission, and that’s why you chose us.
