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Houser Financial Group

Houser Financial Group


About Us

Wealth Management and Independent Financial Advisory Firm

Certified Public Accountants, Tax Preparation, Tax Efficiency Planning
Certified Financial Planner Professionals

Family Wealth Planners
Business Consultants

CPA (Certified Public Accountant), Life Member of FICPA, CFP® (Certified Financial Planner Practitioner)
FL Insurance-Health, Life, and Variable Annuities

Creating abundant personal legacies –dedicated to one family at a time, delivers private concierge service providing strategic financial solutions based on transparent, trusted relationships.

Houser Financial Group follows three core principles:

Help clients, their families, and businesses build wealth
Create and maintain relationships built on trust to optimize and achieve sound financial futures for clients
Maximize results and save time for clients by providing seamless integration of financial planning, investments, accounting, tax advice, preparation, and representation services

Committed Relationships Customized Solutions Integrity of Service

Office Location: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955. Serving the Space Coast - Brevard County, FL.

Securities are offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 1450 American Lane, Ste. 650, Schaumburg, IL 60173; phone 888-528-2987.


Personalized strategic financial solutions, wealth managements, retirement and tax integration
Stephen C. Houser, CPA, CFP®
Dina McDermott, Chief Operating Officer
Sydnie Davenport
Florida Certified Public Accountant
Working Together
Steve Houser and Dina McDermott
It's All About Relationships, Trust, Transparency and Integrity
We work with you to develop a personalized Family Wealth Plan that helps pursue your financial goals and objectives, and we monitor your progress toward them through monthly updates and quarterly meetings with you.  We strive to save you time and money because we pay attention to the basics - understanding your income needs, risk tolerance, and asset allocation needs.
Our priority is helping you, your family and your business.  Our goal is creating abundant legacies - dedicated to one family or one business at a time, delivering a private concierge service providing strategic financial solutions based on transparent, trusted relationships and quality client service.
Thinking about retiring?  We can help you plan for your retirement.
Steve Houser with Space Coast Pioneer the late Fred Gay
At Houser Financial Group we can save you time, and money for you to enjoy life on your terms
Houser Financial Group has many "tools in the toolbox" and has developed empowering relationships with banks, attorneys, healthcare professionals, child and elder care agencies, and other community professionals to help meet your financial goals, from saving for a house, family planning, or college education, to pre-retirement or retirement.
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Rep/Contact Info

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Sydnie Davenport
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Stephen C. Houser, CPA, CFP
Family Wealth Advisor, Transition Specialist
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Dina McDermott

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