Financial Services in Houston, TX

Retirement, investing, and long-term guidance from a local team

Serving the Financial Needs of Greater Houston

Personalized planning for life, work, and retirement in the nation’s 4th largest city

Dearborn & Creggs supports families, educators, and public employees throughout Houston with retirement, financial planning, and wealth management tailored to their lives. We understand the unique needs of Houston residents—from city employees and HISD staff to professionals in the Medical Center and Energy Corridor. Whether you live in Midtown, Westchase, or The Heights, we’ll help you build a strategy that moves with your career, family, and future.

Comprehensive Financial Services in Houston, TX

Guidance that reflects your goals and your city

Our financial services are built for Houston’s dynamic population—serving people at every stage of their career, from educators to entrepreneurs and beyond.

We help you navigate TRS, 403(b), 457, or IRA plans and create income strategies for the long haul.

From day-to-day budgeting to long-term savings goals, our advisors will help you organize your financial life and create a roadmap that works.

We help you manage, protect, and grow your assets with tailored strategies that align with your vision and values.

Your Goals Deserve a Plan That’s Local and Lasting

Real support for real Houstonians

In a city as large and diverse as Houston, financial needs are anything but one-size-fits-all. Whether you’re part of Houston ISD, work for the City of Houston, or lead your own business, you deserve guidance that reflects your life. We take the time to understand your career path, values, and family goals—so your plan grows as you do. And if you ever leave Houston, we’ll still be here to support you wherever life takes you.

Questions from Our Houston Clients

Answers for educators, city workers, and families across the metro area

  • How does living in Houston affect my financial planning?

    Texas has no state income tax, which can be helpful—but rising property taxes, insurance costs, and everyday living expenses still require thoughtful planning. We help you balance saving and spending so you can take advantage of local opportunities while preparing for the long term. Whether you’re buying a home in the Heights or planning for college in Clear Lake, your plan should reflect Houston’s real cost of living.

  • I work for the City of Houston—can you help with my pension and 457 plan?

    Yes, we work with municipal employees across Houston, including those with city-sponsored retirement and deferred compensation plans. We can help you understand your pension options, model different retirement timelines, and coordinate your 457(b) or personal savings. 

  • What if I live in Houston now but might move later?

    No problem—many of our clients start with us in Houston and relocate elsewhere. We serve people all across the U.S. and can continue supporting your financial plan wherever life takes you. Your plan stays with you, and we’ll adjust it to fit your new home, career, or retirement lifestyle.

  • I don’t know where to start—can you still help?

    Absolutely. Many of our Houston clients come to us with questions, goals, and maybe a little uncertainty—but not a perfect plan. That’s what we’re here for. Whether you want to plan for retirement, buy a home, or just get organized financially, we’ll meet you where you are and help you move forward with clarity.