Adam Zuercher
CPA/PFS, CFP®
Hixon Zuercher Capital Management
CEO & Chief Investment Officer
Adam Zuercher
CPA/PFS, CFP®
Hixon Zuercher Capital Management
CEO & Chief Investment Officer
I help people live with intention and achieve more than they ever thought possible with their money. - Adam Zuercher, CPA/PFS, CFP®
Our mission is to provide wealth creation and investment management solutions that enable our clients to achieve financial freedom.
Hixon Zuercher Capital Management is a Findlay, OH fee-only financial wealth & asset management firm. Hixon Zuercher provides comprehensive wealth management, life coaching and asset management to help individuals, families, professionals, business owners, institutions, and foundations organize, grow and protect their assets through life’s transitions.
Adam Zuercher is a NAPFA-Registered Financial Advisor. As a fee-only, fiduciary, and independent financial advisor, Adam is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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. Adam is also a member of NAPFA. Today, his team manages over $300+ million of client assets.
Experience
Adam has experience providing investment management and financial advisory services since 1999. At the age of twenty-five he founded Freedom Financial Solutions, now known as Hixon Zuercher Capital Management. Prior to co-founding Hixon Zuercher in 2002, Adam worked at a CPA firm for three years specializing in financial planning and investment advisory services for high net worth individuals. He has earned the designations of Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). Adam has 20+ years of experience providing investment management and financial advisory services.
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:
- Blanchard Valley Health System Finance Committee
- CedarCreek Church Financial Advisory Team
- The University of Toledo Department of Finance External Advisory Board
- The University of Findlay Bequest & Planned Gift Council
Accomplishments
- 2004 Young Entrepreneur of the Year – Hancock County Chamber of Commerce
- 2018 Professional of the Year – Hancock County Chamber of Commerce
- The 2017 Investopedia 100 – List of 100 Most Influential Financial Advisors in U.S.
- The 2018 Investopedia 100 – List of 100 Most Influential Financial Advisors in U.S.
- The 2020 Investopedia 100 – List of 100 Most Influential Financial Advisors in U.S.
Personal
Adam and his wife, Amy, have been married 22 years. They have two daughters, Avery and Nyla, and a son, Jax. Adam and his family reside in Findlay, Ohio and attend CedarCreek Church.
Adam enjoys spending time with his family, especially if it’s hanging out on the beach, wake surfing at the lake, or just enjoying a good meal 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.
Adam also likes Chipotle, Ohio State football and basketball, and keeping up with the latest changes in technology & the Internet trends.
Adam Zuercher is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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 $240+ million in client assets and have helped (and are currently helping) numerous clients achieve retirement, college and other investment goals.
Our Name Change
A part of the growing pains of an entrepreneurial business is celebrating successes as well as learning from missteps. We named our firm Freedom Financial Solutions because we wanted to be a one-stop shop to service our clients’ financial needs. In addition to investment management, we sold insurance and prepared tax returns, but found those services were better provided by other firms. We received hundreds of calls over the years asking if we managed debt consolidation or mortgage refinancing, which are services we had never provided.
We realized that the name Freedom Financial Solutions no longer reflected our mission as a firm. It became clear that our core passion and competency was investing, and it was time for a change to portray that focus.
In January 2012, our firm became Hixon Zuercher Capital Management. Our new name communicates the focus of our business and highlights the names you have become familiar with as your investment managers 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. We know the future is more exciting than the past. The world is a much better place than it was in 2002 as technology alone has made a better place to live, work, and play.
Economically, there will always be challenges and levels of uncertainty; however, there are also extreme levels of opportunity.
Going forward, we will continue to commit every day to finding those investment opportunities and helping our clients achieve their goals and dreams.
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
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Adam Zuercher is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Adam Zuercher is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Adam Zuercher is a Certified Public Accountant
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Adam Zuercher is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Adam Zuercher
Office Locations:
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101 W Sandusky St
Suite 301
Findlay, OH 45840
