

Secure Investment
Advisory


McLane Advisors has been a trusted Houston financial advisor for three generations. With a disciplined, long-term approach, we help individuals and institutions achieve financial security through bespoke strategies. Upholding the legacy of our founder Frank McLane Sr, we serve clients across Texas and 23 additional states.

in Assets Under Management

Happy Retirees Helped

in the Texas Financial Advising Business

Satisfied Clients Helped

of Pension Rollovers Under Administration

of Dollars Private Sector Under Supervision
We specialize in retirement planning and financial strategies for municipal and public employees, helping maximize pensions and secure a financially stable future.
McLane Advisors provides tailored financial solutions for business owners, ensuring optimized investments, retirement plans, and long-term financial success.
From personalized retirement plans to investment strategies, we help individuals and retirees achieve financial security, stability, and peace of mind for the future.
McLane Advisors is proud to be endorsed by top institutions, reflecting our commitment to integrity, expertise, and exceptional financial outcomes for our clients.
McLane Advisors is honored by TMPA's endorsement, trusting us to secure financial futures for Texas police with tailored, reliable strategies.
PHCC endorses McLane Advisors for our expertise in crafting stable, growth-focused financial plans for contractors nationwide.
McLane Advisors offers expert guidance in retirement planning, investment strategies, and tax-efficient solutions, ensuring personalized financial approaches to help you achieve financial security.
We design Safe Harbor 401K plans that provide security and tax benefits for your business.
Expert guidance for smooth Texas Municipal Retirement System/Partial Lump Sum Distribution rollovers, ensuring your retirement savings are maximized.
Comprehensive retirement planning to secure your financial future with personalized, strategic solutions.
Efficient 401K and 403B rollovers, helping you manage retirement savings while minimizing risks.
Fee-Based Advisory accounts that provide flexibility, diversification, and growth for your investment needs.
Maximize your retirement savings with Contributory IRAs, offering tax advantages and long-term growth.
We commit to protecting your wealth, maximizing returns, and minimizing risks through personalized strategies combined with disciplined guidance and unwavering integrity.
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.
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.
A trusted name in Montgomery for three generations, offering expertly tailored Houston pension planning to ensure security for clients across Texas and 23 other states.
Todd and Chad McLane
Phone: (800) 204-6020
Local: (281) 357-0874
Fax: (888) 326-6292
| 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.

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

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