Wealth Management For Individuals and Families
Hixon Zuercher Capital Management focuses on assisting affluent families and individuals in navigating the complex and multifaceted challenges of managing significant wealth.
Wealth management is a process built around combining financial planning and advice with active investment management.
Our wealth management process is designed to guide you towards the goals that are important to you.
We believe wealth, in itself, is usually not the destination. It is simply the vehicle for something more meaningful. Achieving your goals requires careful planning, guidance from a financial advisor equipped to help you make smart decisions, and high quality investments.
Complex financial situations require deep expertise in investing, tax, and retirement planning. That, however, is just the starting point. Integrating your money and your values helps you see the possibilities that your wealth creates for a secure future as we guide you throughout the ever-evolving stages of your life.
Our goal is to build, protect and increase your wealth with your values and your vision at the forefront.
Who Does Hixon Zuercher Work With?
We work with diligent savers who have accumulated investment and retirement assets of $500,000 or more. Some of the qualities of our clients are…
Affluent Wealth Builders
High-income clients who are diligent savers, committed to building wealth that aligns with their goals and values.
Retired, or Close To It
Clients who are retired or within 5 years of entering retirement.
A DESIRE FOR Legacy and Impact
Desire to leave a legacy that impacts the world in a way that is aligned with their values.
Nice People
This might sound cliché, but we like to work with genuinely nice people with whom we share a mutual respect.
Looking for A Trusted Advisor
Understand that their retirement’s success is too important to manage alone and value expert guidance.
The Client Experience
Integrate Your Values & Dreams with Your Financial Future.
Tell us about the things in your life that are most important to you.
By engaging in deep conversations with us, you will begin to integrate your money and your values that bring you peace of mind and confidence.
Build An Ongoing Relationship With Your advisors.
Our process includes a full-scale approach to personal finance. We construct a blueprint for a client’s financial plan that becomes the basis of the relationship with our firm. The process is ongoing, constantly evolving, and will involve a series of meetings and conversations that will culminate in a financial plan that ultimately drives a recommended investment strategy.
You’ll work with a team of professionals, selected for your unique needs.
A PORTFOLIO THAT’S DESIGNED TO ACHIEVE YOUR GOALS.
Your future is the foundation for all of our in-depth wealth management planning. Your investment portfolio will be managed as a means to achieving a lifetime full of your specific goals and objectives.
ADVISORS WHO CAN ENHANCE YOUR FINANCIAL BehavioRS.
The true value of a financial advisor often manifests itself as having a “behavioral investment counselor.” We are here to help bridge the behavior gap – the difference between returns of an investment versus the returns of the average investor. This gap exists because of the natural human tendency to allow emotions to overwhelm rational thinking when making investment decisions.
Access to an on-staff RETIREMENT life coach & REFOCUS COACHING.
Life coaching will empower you to plan for a fulfilling and joyful retirement while realizing that wealth is much more than money. Whether you’re an established retiree, recently retired, or retiring in the future, our coaching guides you towards a purpose-filled life that includes a vision and plan.
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Areas Of Expertise
Investment Management
The investment management process
Our investment process seeks to unleash your portfolio’s compounding potential by capitalizing on opportunities and reducing risk.
It sounds simple, but we believe it requires a highly sophisticated, research driven process that proactively adjusts your portfolio when opportunities and risks change. This is different compared to many other advisors who keep the same holdings and allocation in all investment environments.
Does this extra effort work? Since 2003, our portfolios have delivered what we believe are high-quality, risk adjusted returns. We comply with Global Investment Performance Standards (GIPS®) and our performance has been verified.
Retirement Planning
The Retirement Accumulation Phase
The Retirement Transition Phase
The Retirement Distribution Phase
Our Refocus Coaching Program is deep-rooted within our firm. Our Co-Founder, Tony Hixon, made it his mission to redefine retirement planning after a personal tragedy involving his mother. Read his story here.
Because of this story, we know that the financial side is just one aspect of a successful retirement plan. Our experience is that the clients who find the most fulfillment in retirement are those that have a plan for retirement beyond the numbers. We can help you find meaning, live with purpose, and leave a legacy with an on-staff retirement life coach. This service is complimentary to our clients.
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Why Hire Hixon Zuercher Capital Management?
We believe in placing our clients’ best interests first. Therefore, we commit to the following five fiduciary principles:
Principle 01
We will always put our clients’ best interests first.
Principle 02
We will act with prudence; that is, with the skill, care, diligence, and good judgement.
Principle 03
We will provide full and fair disclosure of all important facts.
Principle 04
We will avoid conflicts of interest.
Principle 05
We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.
We Are Fee-Only
Our advisory services are completely objective and free of conflict. By operating as a fee-only firm, our only form of compensation comes directly from our clients, which is a mutually agreeable percentage of assets under management. This puts us on the same side of the table as our client as we receive no commissions on the investments and recommendations we make for and to our clients. We also receive no referral fees.
An investment advisor who is dependent on commission income has a financial stake in the course of action they recommend to a client. This creates an inherent conflict of interest and cannot be considered objective or unbiased. That conflict of interest can cost the client both in out-of-pocket expenses and in the quality of advice the client will receive.
We believe that many of the problems that beset Americans today in their financial affairs – including failure to protect retirement assets and poor allocation of savings and investments – relate directly to the conflicts of interest that pervade the marketplace. Therefore, it is extremely important to us that our clients know we are always focused on their financial and long-term benefit as they invest with Hixon Zuercher.
We ar IndependenT And ObjectivE
As an independent firm, our investment decisions are made exclusively for the benefit of our clients. Our independence is vital to delivering objective, unbiased recommendations. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. As an independent financial planning firm, we represent our clients and their interests rather than a specific company.
WE ARE TransparenT
We are passionate about providing clear, open communication with our clients about their investments. As a client of Hixon Zuercher, you will always know three things:
- How much you are paying for our services.
- The results your investments have achieved for you.
- Our view of the economy and market, and what we are doing for your portfolio.
WE ARE Certified & Credentialed
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Our CFP® professionals assist clients in the development and maintenance of financial plans. Our CERTIFIED FINANCIAL PLANNER™ professionals have successfully undergone the rigors involved in earning the prestigious designation.
Certified Investment MANAGEMENT Analyst (CIMA®)
Registered Financial Consultant (RFC®)
You WILL ALWAYS Come First
At Hixon Zuercher Capital Management, our relationships with our clients are our top priority! We genuinely care about you achieving your goals, and we want you to feel comfortable when discussing your future with us.
Along with investment management, we conduct extensive retirement analysis, planning, and coaching all catered to your individual needs and goals.
We are committed to helping you determine the legacy you want to leave. It is our privilege to walk with you as you pursue your financial goals!
your portfolio IS handCrafted in-house
We hand-select, manage, and invest our clients’ assets in-house. This freedom gives us the ability to analyze and select investments from the vast array of global securities available today. We offer a variety of investment strategies tailored to each clients’ individual needs. We implement these strategies utilizing stocks, bonds, ETFs, and mutual funds.
Hixon zuercher clients are nationwide
We are location independent. We are both local and nationwide. While we are based in Findlay, Ohio, with the convenience of the internet, we are also able to serve clients who are living, working, and planning for their financial futures all over the country. No matter your location, you will always have the option to meet with us in person or remotely.
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Questions We Answer & Problems We Solve
If you’re like most people we’ve met you have questions. Lots of questions. Questions about your…
