Adam Zuercher

CFP®, CPA

Hixon Zuercher Capital Management

Financial Advisor

Adam Zuercher

CFP®, CPA

Hixon Zuercher Capital Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Adam Zuercher, CFP®, CPA

Fee-Only financial planner located in Findlay, OH, serving clients locally and across the country

Adam Zuercher is a Findlay, OH fee-only financial planner. Hixon Zuercher Capital Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Adam Zuercher is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Adam Zuercher is a Fee Only Financial planner in Findlay, OH. Adam Zuercher is a NAPFA-Registered Financial Advisor.


Mr. Zuercher is co-founder, Chief Executive Officer, and Chief Investment Officer of Hixon Zuercher Capital Management.  As Chief Investment Officer, he oversees investment research and the development and implementation of the firm’s investment strategies.  Adam serves as a co-Portfolio Manager and as chairman of the firm’s Investment Committee.

Experience

Adam has experience providing investment management and financial advisory services since 1999. Prior to co-founding Hixon Zuercher Capital Management in 2002, Adam worked at a CPA firm for three years specializing in financial planning and investment advisory services for high net worth individuals.

Education & Designations

  • The University of Toledo, Bachelor’s of Business Administration degree with a major in Accounting and a minor in Information Systems (1995-1999)
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)

Community Involvement

Adam currently serves on the following Boards:

  • The Hancock Historical Museum Foundation
  • The University of Findlay Bequest & Planned Gift Council
  • The University of Toledo Department of Finance External Advisory Board

Adam’s past Board involvement includes:

  • Financial Planning Association of Northwest Ohio
  • Challenged Champions Equestrian Center
  • Cancer Patient Services
  • Mazza Enthusiasts Executive Board
  • St. John Mennonite Church

Personal

Adam and his wife, Amy, have two daughters, Avery and Nyla, and one son, Jax.  Adam and his family attend church at CedarCreek.tv.

Adam enjoys spending time with his family, especially if it’s hanging out on the beach or enjoying good food together. Adam is an avid reader, but rarely finds time to read anything other than business, leadership, and investing books. Adam is committed to a healthy lifestyle and loves being outdoors or in the CrossFit gym.

Adam also likes Chipotle, Ohio State football and basketball, and keeping up with the latest changes in technology & the Internet.

Adam Zuercher is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Since 2002, we have provided professional investment management solutions to a select group of individuals, families, business owners, and foundations. Meet with us and you’ll see why investors choose Hixon Zuercher.

The Beginning

Adam Zuercher and Tony Hixon founded the firm in 2002. The founders launched the firm with a vision of bringing wealth creation and investment management solutions that would enable our clients to achieve financial freedom. Thus, our original name, Freedom Financial Solutions, was born.

The First 10 Years

The first decade was rewarding and challenging.  We started Freedom Financial Solutions in 2002, as the markets were still coming off the hangover from the tech bubble and we were still feeling the effects of the 9/11 terrorist attacks.  The mission of our firm was to help our clients achieve their financial goals by successfully managing their investments.  That mission remains the same today.  We began day 1 with zero clients, zero assets under management, a phone, a computer, an internet connection, and a dream.  Today we steward over $65 million in client assets and have helped (and are currently helping) numerous clients achieve retirement, college and other investment goals.

Our Name Change

While we’ve experienced much success over the years, we’ve made some missteps as well.  That’s part of the growing pains of a business.  For instance, we used to sell insurance; we no longer do.  We used to prepare tax returns; we decided that CPA firms can do a more efficient job.  We named our firm Freedom Financial Solutions because we really wanted to be a one-stop-shop for most financial related things.  We’ve found over the years that there are things we do well, there are things we are more passionate about, and there are things that others do better than us.  Over the years, we’ve come to the realization that the name Freedom Financial Solutions doesn’t always accurately communicate what we do or who we are.  In fact, we’ve received literally hundreds of calls over the years asking if we do debt consolidation or mortgage refinancing.  Our name no longer reflects what we do.  Ten years later, we simply aren’t a one-stop-shop.  Our core competency is investing.  It is something we enjoy and that we are good at.

With that in mind, we are excited to announce a name change.  Effective January 1, 2012 the name of our firm will be Hixon Zuercher Capital Management.  The new name better reflects our business and highlights the names that you’ve become familiar with as your investment manager over the years.  This change in name in no way affects the level of service or investment expertise that our clients have become accustomed to.

The Future

We expect the next 10 years to be even more exciting than the first 10 years. The world is a much better place than it was in 2002. Technology alone has made the world a better place to live, work, and play. Economically, there are challenges and extreme levels of uncertainty. However, there are also extreme levels of opportunity. Over the next decade we will commit every day to finding those investment opportunities.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Adam Zuercher is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Adam Zuercher is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Adam Zuercher

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Office Locations:

  • 101 W Sandusky St
    Ste 202
    Findlay, OH 45840

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