OH · Findlay

Fiduciary advisors in Findlay, OH

4 advisors with offices in Findlay. Credentials, fee structures, and minimums are disclosed on each listing.

4 listed
4 results in Findlay

Hixon Zuercher Capital Management

5.0(4)

Findlay, Ohio

CFP

Hixon Zuercher Capital Management is a fee-only wealth management and financial planning firm based in Findlay, Ohio, serving high-net-worth individuals and families. The firm's advisors, who hold the CFP credential, provide investment management and financial planning services with a focus on retirement readiness and aligning wealth strategy with personal values. The firm describes its approach as centered on stewardship of generational wealth and purpose-driven retirement planning.

View details

Financial advisors in Findlay, Ohio

Advisors serving Findlay specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Ohio's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

0 selected
Compare →