Wealth management is a process built around combining financial planning and advice with active investment management. 

Our holistic 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.

At Hixon Zuercher, our goal is to build, protect and increase your wealth with your values and your vision of the future in mind.

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.

Our process includes a holistic 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.

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.

The true value of a financial advisor often manifests itself as being “behavioral investment counselors.” Towards that end, 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.

We regularly work with your professional advisors, often communicating with them on your behalf to simplify the process and deliver better outcomes for you. You’ll also have access to our network of experts in the fields of estate planning, taxes, philanthropy, social security, financing, insurance, alternative investments, and more.

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 our 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. We are pleased to share our performance results and invite appropriate comparisons.

As your advisor, our job is to give you answers to your financial questions, in plain English, so that you can make educated and informed decisions about your money.

If you’re like most people we’ve met you have questions. Lots of questions. Questions about your…

Retirement

Investments

Taxes

Insurance

Estate

…and so many more!

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.

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.

Our founders, Adam Zuercher and Tony Hixon, have more than 40 years of combined experience. Our firm was established in 2002 and we’ve guided our clients through many types of market environments counseling our clients through many different economic uncertainties along the way.

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:

1. How much you are paying for our services.
2. The results your investments have achieved for you. 
3. Our view of the economy and market, and what we are doing for your portfolio.

Our team is committed to lifelong learning. Members of our team have acquired the following certifications and designations:

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!

We 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.

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.