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Houston Financial Advisors

Secure Investments
and Maximized Returns

McLane Advisors' expertise and integrity safeguards retirements, improves returns, and reduces risk—helping clients achieve goals.

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Three Generations of Houston Financial Advisors

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.

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

Who We Help

McLane Advisors Municipal Employee

We specialize in retirement planning and financial strategies for municipal and public employees, helping maximize pensions and secure a financially stable future.

McLane Advisors Corporate Employee

McLane Advisors provides tailored financial solutions for business owners, ensuring optimized investments, retirement plans, and long-term financial success.

McLane Advisors Individuals and Retirees

From personalized retirement plans to investment strategies, we help individuals and retirees achieve financial security, stability, and peace of mind for the future.

Trusted Partners in Finance

McLane Advisors is proud to be endorsed by top institutions, reflecting our commitment to integrity, expertise, and exceptional financial outcomes for our clients.

Texas Municipal Retirement System Logo

Texas Municipal Police Association

McLane Advisors is honored by TMPA's endorsement, trusting us to secure financial futures for Texas police with tailored, reliable strategies.

Texas Municipal Retirement System Logo

Plumbing, Heating, Cooling Contractors

PHCC endorses McLane Advisors for our expertise in crafting stable, growth-focused financial plans for contractors nationwide.

Optimized Financial Solutions, Secured Futures

McLane Advisors offers expert guidance in retirement planning, investment strategies, and tax-efficient solutions, ensuring personalized financial approaches to help you achieve financial security.

McLane Advisors Safe Harbor 401K Plans

Safe Harbor 401K Plans

We design Safe Harbor 401K plans that provide security and tax benefits for your business.

Texas Municipal Retirement System/Partial Lump Sum Distribution Rollover Rollover

Texas Municipal Retirement System/Partial Lump Sum Distribution Rollover

Expert guidance for smooth Texas Municipal Retirement System/Partial Lump Sum Distribution rollovers, ensuring your retirement savings are maximized.

McLane Advisors Retirement Planning

Retirement Planning

Comprehensive retirement planning to secure your financial future with personalized, strategic solutions.

McLane Advisors 401K and 403B Rollovers

401K and 403B Rollovers

Efficient 401K and 403B rollovers, helping you manage retirement savings while minimizing risks.

McLane Advisors Fee-Based Account

Fee-Based Advisory Account

Fee-Based Advisory accounts that provide flexibility, diversification, and growth for your investment needs.

McLane Advisors Contributory IRAs

Contributory IRAs

Maximize your retirement savings with Contributory IRAs, offering tax advantages and long-term growth.

The McLane Advisors Promise

We commit to protecting your wealth, maximizing returns, and minimizing risks through personalized strategies combined with disciplined guidance and unwavering integrity.

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?

McLane Advisors Financial Advisor Meeting with Client

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.

McLane Advisors Personal Reviews

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.

McLane Advisors Couple Meeting with Financial Advisor

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.

Unlock Maximum 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

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.

Address

Phone Number

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

Social Media

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.