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Joshua R

Series 65

Findlay, OH

Hixon Zuercher Capital Management

Joshua Robb is a financial advisor at Hixon Zuercher Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2013. Hixon Zuercher Capital Management is a fee-only investment management firm that serves individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers tailored investment strategies using no-load mutual funds, ETFs, and individual securities, with discretionary trading and regular portfolio reviews.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Active portfolio management
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Anthony H

Series 65

Findlay, OH

Hixon Zuercher Capital Management

Anthony Hixon is a Series 65 licensed advisor with 23 years of industry experience, currently serving at Hixon Zuercher Capital Management in Findlay, Ohio. He has been affiliated with Freedom Financial Solutions, LLC since 2003. Outside of his advisory role, he is the owner of Freedom Capital Dynamics, LLC, a general partner of a limited partnership. Hixon Zuercher Capital Management is a fee-only investment management firm serving individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses risk-tolerance questionnaires to tailor strategies investing primarily in no-load mutual funds, ETFs, and selected individual securities, and provides ongoing advisory, planning, and performance reporting services.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Active portfolio management
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Austin W

Series 65

Findlay, OH

Hixon Zuercher Capital Management

Austin Wilson is a financial advisor at Hixon Zuercher Capital Management with eight years of industry experience. He holds a Series 65 designation and has worked at Hixon Zuercher Capital Management since 2018, following two years at Cooper Tire & Rubber Company. Hixon Zuercher Capital Management is a fee-only investment management firm serving individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm tailors investment strategies using client goals and risk tolerance, typically investing in no-load mutual funds, ETFs, and selected individual stocks and bonds, while providing ongoing performance reporting and client education through newsletters and workshops.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Active portfolio management
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Jessica H

Series 65

Findlay, OH

Hixon Zuercher Capital Management

Jessica Hinks is a financial advisor at Hixon Zuercher Capital Management with nine years of industry experience. She has been with Hixon Zuercher since 2019 and previously worked at Lifeplan Financial Group, Inc. from 2015 to 2019. Hixon Zuercher Capital Management is a fee-only investment management firm serving individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses a risk-tolerance questionnaire to customize investment strategies, typically involving no-load mutual funds, ETFs, and occasionally individual stocks and bonds, and provides a range of client reporting and educational services.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Active portfolio management
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Jordan S

CFP®

Findlay, OH

Hixon Zuercher Capital Management

Jordan Shaw is a CFP® professional with five years of industry experience. He is currently with Hixon Zuercher Capital Management and has previously worked at Wescott Financial Advisory Group LLC and Asset Planning Services, Ltd. His background also includes roles at Liberty University and Corning Community College. Hixon Zuercher Capital Management is a fee-only investment management firm serving individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs a risk-tolerance based approach to investment strategies, utilizing no-load mutual funds, ETFs, and individual securities, while providing regular portfolio reviews, performance reports, and supplemental educational materials.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Active portfolio management
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