In 2002, Tony Hixon and Adam Zuercher 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 Glass Block Building in downtown Findlay, where we currently reside today.

Tony Hixon and Adam Zuercher at the ribbon cutting ceremony in 2003.

We originally 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 realized that the name Freedom Financial Solutions no longer reflected our mission as a firm. It became clear that our core passion was investing, and it was time for a change to portray that focus.

In 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.

In 2022, after almost ten years with the firm, Josh Robb was proudly named Partner and joined our Management Team. 

Josh has been dedicated to helping clients craft detailed financial plans and build investment portfolios designed to achieve their financial goals. His promotion to Partner was a well-deserved milestone in recognition of his commitment and expertise.

In 2023, we marked a significant transition as Adam Zuercher retired after 21 fulfilling years of service as our CEO. With deep appreciation, we welcomed our Co-Founder, Tony Hixon, as the new Chief Executive Officer.

To honor Adam’s contributions and celebrate his years of business success, we gathered our team and clients at a local brewery, raising a toast to new beginnings and continued growth.

Tony Hixon, Adam Zuercher, and Joshua Robb at Adam’s Farewell Event.

Today, we are grateful to steward over $400+ million in assets under our management to help our clients achieve their investment goals.

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. We commit every day to finding those investment opportunities and helping our clients achieve their goals and dreams.

Wealth is more than money, and we are dedicated in serving our clients to meet their goals both financially and non-financially.