Houser Financial Group

Houser Financial Group is a wealth management firm in Rockledge, FL, serving individuals, families, and small businesses across the Space Coast with personalized financial planning and investment advisory services. The firm specializes in holistic financial strategies that integrate tax-efficient planning, estate and retirement planning, education funding, business consulting, insurance solutions, and ongoing financial coaching. With a strong foundation built on integrity and long-term relationships, Houser Financial Group helps clients navigate life transitions such as marriage, homeownership, college planning, and retirement. The firm is led by Stephen Houser, a Certified Financial Planner (CFP®), Certified Public Accountant (CPA), and Florida Insurance Agent, who brings decades of experience to each client engagement. Recognized with a 4.30 rating, the firm is known for its client-focused, transparent approach and commitment to creating sustainable financial legacies.

Houser Financial Group operates with a hands-on, holistic model rooted in the principles of CFP® and CPA standards. The firm emphasizes long-term relationship-building, offering fee-based financial planning that integrates investment management, tax advisory, and life coaching. Their approach includes value-added, mixed-use investment strategies and comprehensive planning across all major financial life stages. The team works closely with clients to develop tailored Family Wealth Plans, supported by monthly updates and quarterly reviews. They collaborate with a network of trusted professionals, including attorneys, healthcare providers, and financial institutions, to deliver seamless, integrated solutions. The firm’s mission centers on empowering clients with knowledge, strategy, and integrity, ensuring that financial decisions align with personal values and long-term goals.

Located at 391 Commerce Pkwy Suite 200, the firm sits just a short drive from the Rockledge Post Office, Dick Blake Park, and the Rockledge Fire Department Station 3. It is also within easy reach of Rockledge Boulevard and the Rockledge Airport, placing it in a well-connected area of the city’s commercial corridor.

The firm is distinguished by its well-documented online presence and a website optimized for clarity and accessibility, reflecting a strong commitment to transparency and client education. Its reputation is built on consistent, high-quality service, trusted relationships, and a proven ability to guide clients through complex financial decisions with confidence.

Houser Financial Group stands as a trusted partner in financial success for families across the Space Coast, helping them build enduring legacies with purpose and clarity.