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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.

Our Company

Standards of Success

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

in Assets Under Management

McLane Financial Advising Process

Discovery Call

Determine how McLane could best be of service to you by scheduling a sit-down meeting or a quick coffee call.

  • Have a conversation about retirement accounts, current liquidity, and other assets
  • Talk about debt structure
  • Discussion on sources of income
    • Employment
    • Investments
    • Others
  • McLane presents a preliminary layout of your financial plan
  • Finalize appointment
Initial Meeting

McLane’s Texas financial advisors will present a detailed financial plan that is bespoke to your needs.

Execution

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See Our Team

Learn More

Montgomery Office

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Tomball Office

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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.

Transformative Financial Journeys

Case Study

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Case Study

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Case Study

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The Team Behind the Legacy

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

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Services Landing

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1 Discovery Call
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Discovery Call
  1. Understanding Your Needs: Our team will listen to your concerns and, if possible, provide immediate advice for temporary relief.
  2. Complimentary Inspection Offer: We offer a free inspection to assess your issue thoroughly.
  3. Scheduling the Visit: We’ll confirm your address and schedule a convenient time, providing a 2-hour window for our expected arrival.
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Victoria Burns

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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

MONTGOMERY
18001 Hwy 105 W, Suite 108
Montgomery, TX 77356

TOMBALL
14015 Park Dr, Suite 111
Tomball, TX 77377

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.