Houser Financial, Family Wealth Planner, Business Consultant

Houser Financial, Family Wealth Planner, Business Consultant Office: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955. Serving all of the Space Coast - Brevard County, FL.

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. An entrepreneurial wealth management and independent financial advisor investment firm. Our seasoned Certified Financial Planner Practitioner (CFP®), and CPA has a broad tr

ack 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 of 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.

06/12/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
06/10/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Read the latest issue of Retire Wise here:
06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include t...
06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Have a kid heading off to college? Here are a few tips.
06/08/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, ...
06/05/2026

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, the Cetera Investment Team explains why portfolios with global exposure are better equipped to adapt, adjust, and stay competitive no matter how the game changes.

The 2026 FIFA World Cup features a record 48 teams from six continents, with matches held across the United States, Canada, and Mexico. Billions of viewers…

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
06/05/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
06/03/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:
06/02/2026

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the Ma...
06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Address

391 Commerce Parkway, Suite 200
Rockledge, FL
32955

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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