The Invested Dads Podcast

Mr. Robb is a Partner, Director of Wealth Management, and Chief Compliance Officer with Hixon Zuercher Capital Management. As Director of Wealth Management, he oversees the investment advisor team. As Chief Compliance Officer, Josh is responsible for supervising the compliance of the firm. He also continues to provide financial planning and investment advice to clients of the firm.

Since 2013, Josh has helped clients create goals and develop investment plans to meet those goals. He provides clients with in-depth analysis on Social Security, retirement planning, pension lump sum versus annuity analysis, insurance reviews, and many other wealth management questions. As a co-host of The Invested Dads, he helps those outside our firm have a better understanding of investing and give them the confidence to improve their financial situations.