The Beginning
In August 2002, we launched our firm in a spare room at Adam’s house with zero clients, zero assets under management, a phone, a computer, an internet connection, and a dream. That year, the markets were still coming off the hangover from the tech bubble and we were all still feeling the effects of 9/11. With motivation to bring healing and success, we launched our firm, focused on providing wealth creation and investment management solutions to enable our clients to achieve financial freedom. Thus, our original name, Freedom Financial Solutions, was born.
The mission of Freedom Financial Solutions was to help our clients achieve their financial goals by successfully managing their investments, and that mission remains the same today. In 2003, we opened our office in the Chase Bank building in downtown Findlay, where we currently reside.
At the ribbon cutting ceremony in August 2003.
Our Name Change
A part of the growing pains of an entrepreneurial business is celebrating successes as well as learning from missteps. We named our firm Freedom Financial Solutions because we wanted to be a one-stop shop to service our clients’ financial needs. In addition to investment management, we sold insurance and prepared tax returns, but found those services were better provided by other firms. We received hundreds of calls over the years asking if we managed debt consolidation or mortgage refinancing, which are services we had never provided.
We realized that the name Freedom Financial Solutions no longer reflected our mission as a firm. It became clear that our core passion and competency was investing, and it was time for a change to portray that focus.
In January 2012, our firm became Hixon Zuercher Capital Management. Our new name communicates the focus of our business and highlights the names you have become familiar with as your investment managers over the years.
The Future
Today, we steward over $150 million in assets to help numerous clients achieve their investment goals for college, retirement, and more.
We know the future is more exciting than the past. The world is a much better place than it was in 2002 as technology alone has made a better place to live, work, and play. Economically, there will always be challenges and levels of uncertainty; however, there are also extreme levels of opportunity. Going forward, we will continue to commit every day to finding those investment opportunities and helping our clients achieve their goals and dreams
We’d love to have you join us on the journey ahead. Learn more about how you can become a client.
