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Financial Advisor Near Me in Houston TX

Texas Financial Advisors

Skilled Houston financial advisors that are providing customized strategies to protect investments, enhance growth, and reach your financial objectives.

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

in Assets Under Management

McLane Advisors Staff
McLane Advisors Investment Services Divider

How We Started

Time-tested Financial Solutions for Enduring Wealth

At McLane Advisors, our purpose is straightforward: protect investments, promote consistent financial growth, and minimize risk. As trusted Houston financial advisors with decades of experience and unwavering integrity, we help clients achieve their financial goals.

Whether preparing for retirement, exploring investment opportunities, or securing wealth, our personalized strategies ensure your aspirations are realized with accuracy and care.

McLane Advisors Financial Solutions for Enduring Wealth

Building On Our Proud Legacy as Houston Financial Advisors

“Do what’s right, let the consequences follow”

This principle, set by our founder, Frank McLane Sr., defines McLane Advisors. Born in 1925 and shaped by the Great Depression, Frank exemplified hard work and perseverance. A proud University of Houston alumnus, he established a company focused on guiding individuals to financial security. Now, three generations strong, McLane Advisors continues to flourish, proudly serving clients throughout Texas and across 23 states. Frank’s commitment to integrity and excellence remains at the core of everything we do.

Frank McLane Sr Portrait

Paving the Way for a Secure Financial Future

At McLane Advisors, we emphasize active and strategic wealth management that evolves with market dynamics while prioritizing your objectives. Built on a foundation of integrity, we develop robust investment plans and strategies for long-term success.

With decades of expertise and a dedication to client-focused service, we provide financial solutions customized to meet your needs. From comprehensive retirement planning to innovative investment approaches, our advisors offer the insight and support you need to navigate financial complexities and achieve your goals.

McLane Advisors Securing Financial Future

McLane Advisors Investment Services Divider

Our Associates

Chad McLane Portrait
Investment Advisor Representative

Location: Montgomery 
(281) 357-0874 X 122
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York McLane, JD Portrait
Investment Advisor Representative

Location: Tomball 
(888) 357-0804 X 109
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Matt McLane Portrait
Investment Advisor Representative

Location: Tomball 
(888) 357-0804 X 106
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Todd McLane Portrait
Investment Advisor Representative

Location: Montgomery
(281) 357-0874 X 107
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Frank McLane Portrait
Investment Advisor Representative

Location: Tomball 
(888) 357-0804 X 103
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Jim Schulmire Portrait
Investment Advisor Representative

Location: Tomball 
888-357-0804 ext. 104
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Angela Gideon Portrait
Office Assistant

Location: Tomball 
888-357-0804 ext. 101
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Mendy Bowsher Portrait
Office Manager

Location: Montgomery 
(281) 357-0874 X 102
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Aimee King Portrait
New Business Operations

Location: Montgomery
(281) 357-0874 X 113
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Robbin Thorpe Portrait
Office Assistant

Location: Tomball 
888-357-0804 ext 114
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Tara Harrison Portrait
Marking Director

Location: Montgomery
(281) 357-0874 X 112
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Abra Hamlin Portrait
Client Services

Location: Montgomery
(281) 357-0874 X 114
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John Lefler Portrait
Investment Advisor Representative

Location: Montgomery
(281) 357-0874 X 103
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Barbara McLane Portrait
Administrative Assistant

Location: Montgomery
(281) 357-0874 X 103
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The McLane Advisors Promise

We are committed to protecting your assets, maximizing growth, and mitigating risks through personalized strategies, unwavering integrity, and a disciplined focus on your goals.

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.