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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 provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation strategies using primarily no-load mutual funds, ETFs, and individual securities, and offers public educational workshops and private life-coaching services in addition to its investment management.
Anthony H
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Anthony Hixon is a Series 65-licensed financial advisor with 22 years of industry experience. He is affiliated with Hixon Zuercher Capital Management in Findlay, OH, and has been involved with Freedom Financial Solutions, LLC since 2003. Outside of his advisory work, he is the owner of Freedom Capital Dynamics, LLC, a general partner in a limited partnership that operates in the investment space. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation strategies using no-load mutual funds, ETFs, and individual equities and bonds, and offers regular account reviews and detailed client communications.
Chase R
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Chase Rose is a financial advisor at Hixon Zuercher Capital Management with three years of industry experience. He holds a Series 65 designation and has worked at Hixon Zuercher since 2022, following roles at Freedom Enterprises and other firms. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other advisers. The firm employs tailored, asset-allocation-oriented strategies using no-load mutual funds, ETFs, and individual securities, and offers both public educational workshops and private life-coaching services.
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 previously worked at Cooper Tire & Rubber Company. Wilson has been with Hixon Zuercher Capital Management since 2018. Hixon Zuercher Capital Management provides investment supervisory and financial planning services to individual and institutional clients. The firm employs a range of strategies including mutual funds, individual stocks, bonds, and ETFs, with portfolio management conducted on a discretionary basis.
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 holds a Series 65 designation and has worked at Hixon Zuercher since 2019, following four years at Lifeplan Financial Group, Inc. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation-oriented strategies using no-load mutual funds, ETFs, and individual equities and bonds, and offers both public educational workshops and private life-coaching services.
Jordan S
CFP®
Findlay, OH
Hixon Zuercher Capital Management
Jordan Shaw is a CFP® with five years of industry experience, currently serving at Hixon Zuercher Capital Management. His prior roles include positions at Wescott Financial Advisory Group LLC and Asset Planning Services, Ltd. He has also worked in academic settings at Liberty University and Corning Community College. Hixon Zuercher Capital Management provides investment supervisory and financial planning services to both individual and institutional clients. The firm employs predominantly no-load mutual funds alongside stocks, bonds, and ETFs, managing accounts primarily on a discretionary basis with regular reviews and performance reporting.
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