Hixon Zuercher Capital Management
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Local Business/Organization Investment Management Financial Planners
About
Hixon Zuercher Capital Management, launched in 2002 by Tony Hixon and Adam Zuercher, is a fee-only advisory firm that provides wealth management and financial planning solutions, assisting clients in reaching their financial goals, and achieving their dreams. The firm’s purpose is to steward generational wealth for high-net worth individuals and families, while guiding them towards a purpose-filled retirement beyond the numbers.
We Are Independent
Our independence as a firm means that our investment decisions are made exclusively for the benefit of our clients. 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.
We Are Fee-Only:
Our advisory services are completely objective and free of conflict. The term “fee-only” describes how we get paid. A “fee-only” compensation structure is of critical importance to you. By operating as a “fee-only” firm, we can serve your best interests. Our only form of compensation comes directly from our clients, and is a mutually agreeable percentage of assets under management. We earn no commissions or fees on the investments and recommendations we make for and to our clients, and we receive no referral fees.
We Manage & Invest Assets In House:
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.
We Are Focused On Relationships:
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.
We Are Transparent:
Our clients are our number one priority, and we want to always ensure they feel safe and secure with their investments under our management. For this reason, we are passionate about providing clear, open communication with our clients about their investments.
We Are Driven By The Future:
We are excited about all aspects of looking to the future, but helping our clients prepare for financial success in their own futures is a core focus of our firm. Along with investment management, we conduct extensive retirement analysis, planning, and coaching all catered to each clients’ individual needs and goals. All our assistance is centered around a full-scale strategic plan to help our clients take positive steps to achieve their financial goals and dreams before, during, and beyond retirement. We are committed to helping our clients determine the legacy they want to leave. It is our privilege to walk beside them as they strive toward the future.
We Serve Diligent savers who have accumulated investment and retirement assets of $500,000 or more.
A Fee-Only Wealth Management Firm in Findlay, Ohio.
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