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(512) 435-4239
mark.delaney@lpl.com
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Who We Are

At UHCU Investment Services, we approach financial services at a personal level. We believe in going the extra mile and treating our clients like people, not account numbers. We work tirelessly to help you manage your money and build the financial future you desire.


Personalized Service

Our personalized approach ensures that your financial plan evolves alongside your changing needs and circumstances. We want to help you develop, implement, and monitor a strategy that aims to address your individual situation.

Comprehensive Strategies

Our principal goal at UHCU Investment Services is to help clients aim to achieve their financial goals and allow them a one-stop shop for all their investment needs.

Trusted Guidance

With years of experience, our financial advisor offers insights and strategies tailored to your unique needs. We aim to provide you with the guidance necessary to navigate important decisions in investment planning, retirement, and wealth management. 

Our Financial Advisors

Mark Delaney

Mark Delaney

Financial Advisor

512-435-4239

Community Involvement

At UHCU Investment Services, supporting our local communities is paramount to our mission. This philosophy goes beyond our front doors and extends into the communities we serve. We strive to go above and beyond to show you that we’re more than just an investment services firm – we’re a positive force in your community.

UHCU Investment Services is fortunate that our employees find value in working to improve the Central and East Texas communities in which they live and work. It is this shared motivation that leads many staff members to join Team United Heritage, a group of Credit Union employees that regularly volunteers their time and resources to support a variety of local charitable organizations and initiatives. Events and organizations we have worked with in the past include:

  • Austin Science Education Foundation
  • BookSpring Literacy Council
  • Center for Child Protection
  • Empty Bowl Project
  • Keep Austin Beautiful
  • Kids Matter International
  • Literacy Council of Tyler
  • Neighborhood Longhorns Program
  • Special Olympics
  • University of Texas Charter School System

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