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Our Team

At Houser Financial Group, our priority is helping you, your family and your business. Our goal is creating abundant legacies - dedicated to one family and one business at a time, delivering a private concierge service providing strategic financial solutions based on transparent, trusted relationships and quality client service.  Long-term trusted relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our team of experienced professionals provides a "hands-on" life coaching holistic approach seeking growth and economic prosperity, using value-added, mixed-use investment, retirement, estate planning with tax advisory, preparation, and representation. We are committed to the highest standards of integrity and accuracy in all the services we provide.  Dedicated to providing sound guidance and personalized customer care we work closely with our clients, to maximize service and save time through our seamless financial solutions.

Houser Financial Group has expanded experience and capabilities because Steve is a Certified Financial Planner practitioner and Certified Public Accountant and provides our clients a combined disciplined approach with comprehensive "one-stop" financial services where some financial advisors typically cannot do so.  

We have many "tools in the toolbox" and have 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. We will add value to you life. Every quarter clients meet with our advisors for a Quarterly Review to discuss the market and their financial portfolio performance and goals.


After all, at the end of the day, it’s all about relationships

We can help plan for your financial future now, call Houser Financial Group 321.345.1145 or Email  for your free financial consultation

Stephen "Steve" C.  Houser, CPA, CFP®

Stephen "Steve" C. Houser, CPA, CFP®

Family Wealth Advisor - Transition Specialist

321.345.1145

321.339.1859

Sydnie Davenport, BA

Sydnie Davenport, BA

Registered Client Relationship Manager

321.345.1145

321.339.1859

Diane M. Templeton

Diane M. Templeton

Administrative Assistant - Client Service Associate

321.345.1145

321.339.1859