Financial Advisors, Family Wealth Planners, and Business Consultants providing personalized solutions with seamless integration of financial planning, retirement, estate planning and tax advice, preparation and representation.
Office: 1017 Pathfinder Way, Suite 100-A, Rockledge, FL 32955. Serving all of the Space Coast - Brevard County, FL.
An entrepreneurial wealth management and independent financial advisor investment firm. Our seasoned Certified Financial Planner Practitioner (CFP®), and CPA has a broad track record of planning for success focused on seeking returns and building economic prosperity for clients through value-added, mixed-use investment strategies, accounting, tax advisory, preparation, representation services.
Creating abundant personal legacies –dedicated to one family at a time, delivers private concierge service providing strategic financial solutions based on transparent, trusted relationships.
A yearly Top 100 Financial Advisor in the nation by the Cetera Financial Specialists, since 2010, Steve dedicates his energy creating abundant legacies to one family at a time. This recognition is based on a ranking of production for all registered advisors supported by Cetera Financial Specialists LLC, part of the Cetera Financial Group, the nation’s second-largest independent financial advisor network.
Steve is a highly credentialed financial services representative with over 40 years experience in tax and accounting and 18 years in wealth management. He began in 1978 with Davies, Houser, & Secrest, CPA, PA, where he served individuals, families, and businesses, audited government agencies in Brevard County. In 2006, Steve successfully created FPT Services, CPAs serving the Space Coast. 11 years later, he recognized that his clients required more personalized concierge services relating to their family's investment and planning needs and launched Houser Financial Group.
***Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
