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Texas Financial Advisor

Protect Your Investments,
Unlock Maximum Financial Growth

McLane Advisors helps you safeguard your investments, grow your portfolio, and achieve your retirement goals with integrity and precision.

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Three Generations of Texas Financial Advisors

For three generations, McLane Advisors has been a reliable financial partner in Texas. By employing a structured and forward-thinking approach, we assist individuals and organizations in attaining financial stability through customized strategies. Honoring the vision of our founder, Frank McLane Sr., we proudly serve clients throughout Texas and in 23 other states.
McLane Advisors Investment Services Divider

Standards of Success

$500 Million
$500+ Million Assets Under Management
$500+ Million

in Assets Under Management

McLane Advisors Investment Services Divider

How We Help

McLane Advisors Corporate Employees

For decades, McLane Advisors has helped individuals maximize retirement benefits, ensuring private employees, self-employed, and retirees get the most from pensions, 401ks, IRAs, and investments.

McLane Advisors Rollovers and IRAs Documentation

McLane Advisors helps participants with rollovers from private pensions, IRAs, and 403(b), 401k, 457 and other savings plans.

McLane Advisors Elderly Couple Retirement Analysis

One of the most useful things you can do to prepare for retirement is to get a complimentary Retirement Analysis. Get your own Retirement Analysis by clicking here.

McLane Advisors Investment Services Divider

We have decades of experience working with members of the Texas Municipal Retirement System

With decades of experience, we craft customized financial strategies for clients in prominent pension systems, delivering enhanced benefits and lasting financial stability.

McLane Advisors Investment Services Divider

What to expect as a client?

McLane Advisors is committed to helping you build a bright retirement future. We work diligently to keep you on the path of financial freedom. How do we do this?

When you call McLane Advisors, we strive to have someone answer the phone at all times during regular business hours. Whether by phone, text or email, McLane Advisors is available to answer your questions and be fully present for all your financial needs.

Personal reviews are key to keeping on track with goals. McLane Advisors strives to keep you up to date by having face to face appointments either in person, by phone, or through online conferences. These reviews allow us to make adjustments based on your goals as they might change throughout your life.

As a family owned and operated business, we provide stability and familiarity to you. We are very selective with who we hire and we strive to know each of our clients on a personal basis so you feel a connection every time you call.

Long-term focus

McLane Advisors is committed to helping you and your loved ones achieve lasting financial freedom. We take a disciplined, data-driven approach, eliminating emotional decision-making by leveraging fundamental data and market trends to make informed financial choices on your behalf.

Montgomery Office

Tomball Office

We focus on your Financial Growth

McLane Advisors: Trusted Texas financial advisors with decades of expertise in wealth management, retirement planning, and investment strategies. Safeguard your future with personalized solutions.

McLane Advisors Investment Services

McLane Advisors: Trusted Texas financial advisors for three generations, providing tailored strategies for financial security in Texas and 23 other states.

Address

Phone Number

Todd and Chad McLane
Phone: (800) 204-6020
Local: (281) 357-0874
Fax: (888) 326-6292

Frank, Matt and York McLane
Phone: (888) 357-0804
Local: (281) 357-0800
Fax: (877) 376-0280

Jim Schulmire
Phone: (888) 357-0804
Local: (281) 357-0800
Fax: (877) 376-0280

Hours of Operation

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 2:00pm
Saturday CLOSED
Sunday CLOSED

Securities and advisory services offered through Centaurus Financial, Inc.  Member of FINRA http://www.finra.org/index.htm and SIPC http://www.sipc.org/.  A Registered Investment Advisor. Supervisory office: 540 Fort Evans Rd NE, STE. 200 Leesburg, VA 20176, 714-456-1790. McLane Advisors and Centaurus Financial, Inc. are not affiliated. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in TX,AL,AR,AZ,CA,CO,FL,GA,IA,ID,LA,MD,MO,MS,NC,NM,OH,OK,OR,PA,SC,TN,TX,UT,VA,WA,WI,WV.

Securities and advisory services offered through Centaurus Financial, Inc.  Member of FINRA http://www.finra.org/index.htm and SIPC http://www.sipc.org/.  A Registered Investment Advisor. Supervisory office: 540 Fort Evans Rd NE, STE. 200 Leesburg, VA 20176, 714-456-1790. McLane Advisors and Centaurus Financial, Inc. are not affiliated. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in TX,AL,AR,AZ,CA,CO,FL,GA,IA,ID,LA,MD,
MO,MS,NC,NM,OH,OK,OR,PA,SC,TN,TX,
UT,VA,WA,WI,WV.