Services

Investment and financial planning services for individuals and families and institutions.

I’m the co-founder and COO of Hixon Zuercher Capital Management, a fee-only, fiduciary financial planning firm in Findlay, Ohio.

Working with Individuals and Families

Our team partners with pre-retirees and those who have already retired to build a comprehensive financial plan and investment strategy that moves them toward their goals.

I truly believe in a qualitative over quantitative approach when working with our clients. Yes, the numbers matter – without them, we wouldn’t be able to do the work we do! However, your financial plan is so much more than a net worth statement and a strategy for creating an income in retirement. 

Together, we can help you to reverse engineer a financial plan and investment strategy that takes your goals and values into account. Ultimately, our goal is to empower you to leverage your wealth to build a life you love.

Our services for individuals and families focus on:

N

Aligning your money with your values

N

Building a comprehensive plan for your wealth as you near or enter retirement

N

Encouraging empowered behavioral investment decisions

N

Teaming up with your financial team (tax professionals, attorneys) to help you minimize tax impact, protect your assets, and create an impactful legacy

To start a conversation, click here.

Working with Institutional Investors

Our team also serves Institutional Investors that need help building a portfolio, staying diversified, and evaluating a company’s long-term investment potential. 

To learn more about this service, click here.