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.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
09/02/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:
09/02/2026

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

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

What will this week's economic data mean for rate hike odds? Join Chief Market Strategist Brian Klimke on this week's ep...
08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“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...

In the world of finance, the effects of the "confidence gap" can be especially apparent.
08/31/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
08/28/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
08/26/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.In ...
08/24/2026

Markets face plenty of uncertainty, but investors may be looking past the next rate decision and toward Jackson Hole.
In this week's episode of , CIO Gene Goldman discusses what to expect from the first Jackson Hole symposium under Fed Chair Kevin Warsh, including the future of Fed communications, the message behind rising Treasury yields, and how policymakers are navigating an economy that is sending mixed signals.

“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...

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
08/24/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

08/21/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

What role does yield play in long-term investment success?The Cetera Investment Management Team's latest Market Commenta...
08/20/2026

What role does yield play in long-term investment success?
The Cetera Investment Management Team's latest Market Commentary, Reap What You Sow: Cultivating Yield for Long-Term Returns, explores how dividends, interest income, and reinvestment have historically contributed to portfolio growth and why today’s higher-rate environment may create new opportunities for investors.
Read the full commentary:

Every great harvest begins with a single seed. The vibrant assortment of fruits and vegetables at your local farmer’s market is the result of careful planning,…

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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