Houser Financial Group

Houser Financial Group is a Wealth Management firm in Rockledge, FL, located at 391 Commerce Pkwy Suite 200. The firm provides holistic financial planning and wealth management services to individuals, families, and businesses across the Space Coast. Named services include tax-efficient planning, investment management, estate planning, retirement planning, education planning, pension concepts, insurance, business consulting, tax advisory, preparation, representation, and life coaching. The practice is led by Stephen Houser, who holds credentials as a Certified Public Accountant and a Certified Financial Planner practitioner, and is licensed as a Florida Insurance Agent for health, life, and variable annuities. The firm holds a rating of 4.30 based on customer reviews.

The firm’s approach centers on a hands-on, holistic strategy guided by CPA and CFP principles. Houser works with clients to create personalized financial plans that address life transitions such as marriage, buying a home, the birth of children, college planning, and retirement. The team conducts regular monthly updates and quarterly meetings to monitor progress toward client goals. Services are designed to be integrated, combining investment strategies with tax preparation, representation, and accounting. The firm collaborates with banks, attorneys, healthcare professionals, and child and elder care agencies to provide comprehensive support.

Houser Financial Group operates as an independent firm, partnering with Cetera After All. The firm emphasizes long-term relationships built on trust, accuracy, and open communication. Its mission is to help clients build personal legacies and achieve a sustainable financial future through transparent and trusted relationships. The team focuses on understanding each client’s risk tolerance, time horizon, and long-term objectives to develop strategies that balance growth and preservation.

The firm is recognized for its positive rating from customers who have reviewed it. This standing reflects the trust clients place in the firm’s integrity and the quality of its client service. The combination of financial planning, tax expertise, and investment management allows the firm to offer tailored solutions for individuals and businesses seeking to navigate financial complexities.

Houser Financial Group applies its combined tax and planning expertise to help Rockledge residents and local businesses build secure financial futures.

The firm sits on Commerce Parkway in Rockledge, Florida, roughly a third of a mile from the Rockledge Post Office and just under half a mile from Dick Blake Park. It is also located about six tenths of a mile from Rockledge Boulevard and the Brevard County Sheriff's Office.

BizScoreAI awarded the business a Technical score of 80 out of 100, which confirms the website is secure and easily read by search engines without errors. The platform also gave a Content Quality score of 75 out of 100, reflecting clear descriptions that answer customer questions and allow AI assistants to quote the content directly.