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Adam Zuercher

Wealth Management, Investment Management, and Small Business Owner in Findlay, Ohio

Adam Zuercher

Wealth Management, Investment Management, and Small Business Owner in Findlay, Ohio

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Adam Zuercher is a wealth manager at Hixon Zuercher Capital Management. He focuses on providing fee-only wealth management solutions to dentists, doctors, entrepreneurs, and retirees in the Northwest Ohio area. Adam also works with clients across the country utilizing virtual meeting technology. Together with his partner and wealth management network, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.

Adam co-founded Hixon Zuercher Capital Management in 2002 and now serves clients who have entrusted him with more than $65 million in assets. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.

Successful individuals and families work with Adam to:

Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.

Make smarter decisions in today’s uncertain political, economic and social environment.

Obtain an independent second opinion from a top financial advisor in their community.

Previously, Adam spent three years as a financial advisor with a CPA firm where he specialized in financial planning and investment advisory services for high net worth individuals. Adam was instrumental in the startup of the financial planning and investment advisory business within the CPA firm.

Adam is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and a Certified Public Accountant (CPA).

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    • Hixon Zuercher Capital Management