Create wealth. Fund your dreams. Make work optional.

I am a fee-only wealth manager helping successful individuals and families make smart decisions about their money.

About

I help families who are successful at making their wealth, preserve it by constructing a five-point plan designed for them.* I’ve been called crazy for starting an investment firm in a bear market, but I knew I could make an impact for my clients. With an entrepreneurial spirit and a wonderful team we make a difference in our clients’ lives.

My firm, Hixon Zuercher Capital Management, focuses on providing fee-only wealth management solutions to dentists, doctors, entrepreneurs, and retirees in the Northwest Ohio area. We also work with clients across the country utilizing virtual meeting technology. Our consultative process gains a detailed understanding of our clients’ deepest values and goals, so that we may employ customized recommendations designed to address each client’s unique needs and goals beyond ordinary investments.

*Together with my team and wealth management network, we help affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and making an impact on the world through charitable giving.

My Top Posts…

Principle of the path by Andy Stanley

10 Questions to Put Your Dream to the Test

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My Top Posts on HZCapital.com

How to Setup Evernote to Increase Your Productivity as an Investor

Increasing the Impact of Year-End Charitable Giving

Covestor Q&A

Warren Buffet’s Thoughts on Stocks, Bonds and Gold

My Biography…

My wife, Amy, and I have two daughters, Avery and Nyla, and one son, Jax. Together we attend Lima Community Church.

I love spending time with my family, especially if it’s hanging out on the beach or enjoying good food together. When the kids are in bed I look forward to a good book, but I rarely find time to read anything other than business, leadership, and investing books. I am committed to a healthy lifestyle and love being outdoors or in the CrossFit gym.

If you’re ever in my neck of the woods, you may just spot me at Chipotle, or if I’m lucky, an Ohio State football or basketball game. But you’re more likely to bump into me on the internet while I’m keeping up with the latest changes in technology, both for my clients and my firm.

My contact Info…

Connect with me
Contact me
  • Via Email.
  • By phone: 419.425.2400

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