Frequently Asked Questions

Today, we serve over 400+ clients ranging from young families and retirees to businesses and non-profit organizations. We do our best work with professionals who have accumulated investment and retirement assets of $500,000 or more.

These assets can be in brokerage, IRA, 401(k), 403(b), options accounts, etc. Our doors are always open to anyone seeking an opinion on their financial state and future.

Please contact us or call us at 419-425-2400 to set up a complimentary 15-minute call with one of our advisors to discuss how we can serve you as you pursue your financial goals.

Hixon Zuercher Capital Management offers financial planning, wealth management, and asset management solutions tailored to meet the needs of individuals, families, and institutions who may lack the time, desire, or expertise to manage their financial matters independently.

Personalized Guidance: We believe our clients hire us to help them clarify their goals, develop a strategic plan, and navigate the complexities of financial management. Our personalized approach ensures that each client’s unique needs and objectives are addressed.

Expertise and Experience: With extensive experience in the financial industry, our team is equipped with the knowledge and skills to provide sound advice and effective strategies. We guide our clients through market fluctuations and economic changes, helping them make informed decisions.

Simplified Financial Management: Our goal is to simplify your financial matters and investments, making them easy to understand and manage. We break down complex financial concepts and provide clear, actionable recommendations.

Confidence and Peace of Mind: We strive to give our clients confidence and peace of mind by diligently managing their investments and looking out for their best interests. By entrusting us with your financial management, you can focus on what matters most to you, knowing that your finances are in capable hands.

For more information, check out our Services page.

Hixon Zuercher Capital Management stands out due to full-service offerings, as well as their commitment to personalized, independent, and fee-only financial management.

Founded in 2002, they provide customized wealth and asset management solutions, focusing solely on clients’ best interests. They manage and invest all assets in-house, utilizing a diverse range of global securities to offer cost-effective investment strategies.

Additionally, they have an on-staff life coach dedicated to helping their clients lead purpose-filled lives beyond the numbers.

Hixon Zuercher prioritizes building strong relationships with our clients, ensuring they are always taken care of , informed about investment performance, costs, and actions on their behalf.

Guided by core values of integrity, professionalism, excellence, teamwork, and abundance, they make it a mission to provide clear, timely, and accurate communication.

Hixon Zuercher Capital Management manages investments in-house and are considered active managers.

We work for our clients and our clients alone, meaning we are not limited by any specific investment strategy. This freedom gives us the ability to analyze and select investments from the vast array of global securities available today, ensuring our clients are diversely yet wisely exposed to the markets.

Because we do not sell financial products or retain allegiance to any one brokerage firm, our clients avoid the burden of the commission-laden, retail financial services system.  We utilize discount brokerage firms that allow us to implement investment strategies that include no-load mutual funds, stocks, bonds, and other investments where appropriate.

We also have access to institutional mutual funds that are not available to retail investors at large.  Many of these investments have significantly reduced operational expenses that translate into higher returns for our clients.

Yes, Hixon Zuercher is “fee-only”. This compensation structure is of critical importance to you. Their only form of compensation comes directly from clients, and is a mutually agreeable percentage of assets under management. They earn no commissions on the investments selected or recommendations made to clients.

We are passionate about our clients receiving the best service for their unique financial and lifestyle needs.

We offer individuals and families wealth management services focused on preparing for their financial goals and futures, whether through retirement analysis, college savings, planning for a dream vacation, or a combination and more. For our institutional and non-profit clients, we oversee the investments for various foundations in our community.

Overall, our goal is to meet our clients where they are, and help them get to where they want to be. We accomplish this task by meeting regularly with our clients to ensure they are comfortable with the services they are receiving and to encourage them as we see positive steps toward the achievement of their goals.

Clients should expect to feel comfortable, confident, and informed in every stage of their relationship with HZCM!

For this reason, we make it a priority to connect regularly with our clients regarding their investments and keep them updated on the progress being made toward reaching their financial goals.

Our relationships with our clients are our top priority. We genuinely care about our clients achieving their goals, and we want them to feel comfortable when discussing their futures with us.

While you’ll have a dedicated Lead Advisor who serves as your primary point of contact, you’ll also be supported by a Second-Chair Advisor and the collective expertise of our entire team.

This collaborative approach means that if your Lead Advisor is unavailable, another knowledgeable team member can step in and assist you. Because we work closely together and keep each other informed in weekly check-ins, our wealth advisors understands your goals, priorities, and financial plan, allowing us to provide timely and personalized support whenever you need it!

One of the advantages of working with a local, independent firm is knowing that you’re never relying on just one person. Instead, you have a team of professionals committed to helping you make informed decisions, navigate life’s transitions, and pursue your long-term goals with confidence.

If you have a question or would like to speak with a member of our team, please call us at 419-425-2400. We look forward to serving you.

We are located at 101 W. Sandusky St. #301, Findlay, Ohio 45840.

Feel free to stop by our office anytime during our hours: M-Th from 8-5PM and Friday from 8-4PM.

If you’re from out of state, give us a call at (419) 425-2400

With full-service financial planning and wealth management assistance, the investable asset level for new clients at Hixon Zuercher is $500,000+. 

Yes, with the Wealth Management Team at Hixon Zuercher Capital Management located just across the street MPC’s Headquarters, they’ve spent years sitting across the table from hundreds of Marathon employees, listening to their questions, walking through tough decisions, and helping them make sense of complex benefits and retirement choices.

The team can help with the following:

• Financial Readiness
• Thrift Plan / 401k Overview
• Pension Benefit Election Options
• Lump Sum Vs. Annuity
• Health Benefits & HSAs
• Contribution & Match Behavior
• Distribution Timing
• Catch-Up Contributions
• Tax Tricks & MPC Company Stock
• The Non-Financial Aspects of Retirement

Yes, Hixon Zuercher Capital Management operates as a fiduciary. Fiduciary is just a fancy way of saying that we are legally and ethically obligated to act in the best interests of our clients at all times. None of our advisors earn commission and we don’t get paid to steer you into buying investment products you don’t need or want. We are committed to providing transparent and objective advice that prioritizes your financial well-being.

Yes! Our independence as a firm means that our investment decisions are made exclusively for your benefit. This is one of the greatest benefits we offer our clients!

We are not owned by a Wall-Street brokerage house, a bank, or an insurance company.  We do not have sales quotas and we are not pushing specific products. We control the advice given to our clients, which puts us in the position to serve our clients’ best interests.

If you are seeking expert guidance on investment strategies, retirement planning, tax optimization, or managing complex financial situations, a financial advisor can provide valuable insights and support. A financial advisor helps you navigate financial decisions, ensuring you stay on track to meet your long-term objectives.