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Hixon Zuercher Capital Management Hixon Zuercher Capital Management
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Business Details
24 Years
experience
Your Trusted Partner for Financial Advisers Solutions
Hixon Zuercher Capital Management was founded in 2002 with a mission to provide objective, client-focused wealth management solutions. Our firm transitioned from Freedom Financial Solutions in 2012 to better reflect our investment-centric philosophy. With over two decades of combined experience, our team of certified professionals prioritizes fiduciary responsibility, offering fee-only advisory services free from product sales conflicts. We specialize in retirement planning, asset management, and financial coaching, serving high-net-worth individuals and institutions.

Our proprietary Refocus Coaching Program addresses non-financial retirement transitions, distinguishing us in the industry. Headquartered in Findlay, Ohio, we steward over $400 million in assets while maintaining a nationwide client presence through digital connectivity. Our investment process combines fundamental research with behavioral finance principles to deliver risk-adjusted returns aligned with client goals.
Services
Wealth Management Retirement Planning Investment Management Asset Management Refocus Coaching
Details
  • Year established: 2002
Highlights and features
  • We operate as a fee-only fiduciary with no product sales conflicts
  • Our team holds prestigious certifications including CFP, CIMA, and RFC
  • We've stewarded over $400 million in client assets since 2002
  • Our proprietary Refocus Coaching addresses retirement's non-financial aspects
  • We maintain complete transparency with no hidden fees or commissions
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Services
Wealth Management
Our wealth management services combine financial planning with active investment management to help affluent families achieve their goals. We integrate clients' values with financial strategies, focusing on tax-efficient planning, estate preservation, and generational wealth transfer. With personalized portfolio construction and ongoing behavioral coaching, we help clients navigate complex financial decisions while maintaining alignment with their life objectives.
Retirement Planning
We offer comprehensive retirement planning covering accumulation, transition, and distribution phases. Our three-stage approach includes savings optimization, income strategy development, and sustainable withdrawal planning. The proprietary Refocus Coaching Program addresses non-financial aspects of retirement, helping clients create purpose-filled post-career lives through structured workshops and private coaching sessions led by certified professionals.
Investment Management
Our active investment management employs fundamental bottom-up research to identify undervalued opportunities across global markets. Using concentrated portfolios with rigorous risk management, we capitalize on market inefficiencies through contrarian positioning. Clients benefit from institutional-grade investment vehicles, transparent fee structures, and performance reporting verified under Global Investment Performance Standards (GIPS).
Asset Management
We provide institutional asset management for organizations seeking long-term capital growth. Our approach focuses on fundamental business analysis within expanding industries, maintaining concentrated portfolios that balance diversification with high-conviction positions. Utilizing systematic research methodologies, we identify value opportunities while managing risk through disciplined investment processes verified under industry performance standards.
Refocus Coaching
This specialized coaching program addresses the non-financial aspects of retirement transition through workshops and private sessions. Certified professionals guide clients in developing purpose-driven retirement lifestyles, covering legacy planning, social engagement strategies, and personal fulfillment frameworks. The program includes group workshops with structured curricula and individual coaching sessions focused on behavioral adaptation and life purpose discovery.
People
Tony Hixon
CEO, Co-Founder
With over 20 years in wealth management, Tony leads strategic direction while maintaining client relationships. He transitioned from co-founding Freedom Financial Solutions in 2002 to establishing Hixon Zuercher's current structure. His expertise focuses on investment philosophy development and behavioral finance applications.
Josh Robb
Partner, Director of Wealth Management
A CFP professional with decade-long tenure, Josh specializes in financial planning and portfolio construction. He leads client acquisition efforts while managing investment strategies for high-net-worth clients. His focus areas include tax optimization and retirement income planning.
Jessica Hinks
Senior Wealth Advisor
As a CFP professional, Jessica provides comprehensive financial planning services. She specializes in coordinating investment strategies with clients' life goals, focusing on retirement readiness assessments and estate planning integration.
Scott Miller
Retirement Life Coach
Certified Professional Retirement Coach leading the Refocus Coaching Program. Scott develops curriculum and delivers workshops addressing non-financial retirement transitions, combining personal experience with behavioral coaching techniques to help clients create purpose-filled post-retirement lives.
Austin Wilson
Director of Investments
CIMA-designated professional managing investment research and portfolio implementation. He oversees asset allocation strategies and conducts market analysis to identify opportunities across global securities markets while maintaining GIPS-compliant performance reporting.
Questions
What services do you offer?
We provide wealth management, retirement planning, investment advisory services, and proprietary retirement life coaching programs for individuals and institutional clients.
Are you a fee-only advisor?
Yes, we operate as a fee-only fiduciary firm with no product sales commissions or referral fees, ensuring objective investment recommendations.
What is your investment approach?
We use fundamental bottom-up research to identify undervalued opportunities, maintaining concentrated portfolios with disciplined risk management strategies.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through digital communication tools while maintaining our Ohio-based headquarters.
What certifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Certified Investment Management Analysts (CIMA), and Registered Financial Consultants (RFC).
What is Refocus Coaching?
Our proprietary retirement coaching program addresses non-financial aspects of retirement through workshops and private coaching sessions led by certified professionals.
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