An entrepreneurial wealth management and independent financial advisor investment firm. Our seasoned Certified Financial Planner Practitioner (CFP®), Certified Public Accountant (CPA), and Florida Insurance Agent - Health, Life and Variable Annuity, Stephen Houser, has a broad track record of planning for success focused on seeking returns and building economic prosperity for our clients.

We have a unique approach to working together with you, your family and your business to conduct seamless financial advising, through value added, mixed-use investment strategies, family wealth planning and investments, estate and retirement planning, education planning, pension concepts, insurance, life coaching and goals, business consulting, tax advisory, preparation, and representation services to create integrated tailored financial solutions.  We are committed to the highest standards of integrity and accuracy in all the services we provide.

Creating abundant personal legacies – dedicated to one family at a time, we provide strategic financial solutions based on transparent and trusted relationships.  We plan, implement and work towards your goals for a sound and sustainable financial future