FEE-ONLY FIDUCIARY
REGISTERED INVESTMENT ADVISOR

PROFESSIONAL ASSET MANAGEMENT +
CUSTOMIZED FINANCIAL ADVICE

Common & Preferred Stocks, Real Estate Investment Trusts, Individual Bonds, Gold & Other Precious Metals, Commodities, Options, Warrants, Short Sales, International Holdings, Mutual Funds & Exchange Traded Funds as your Fee-Only Fiduciary.

Portfolio Management

Retirement Income

Social Security

Protecting Legacies

College Planning

Student Loan Repayment

Young Professional

Review + Second Opinion

About the business


Our clients enjoy peace of mind and financial security backed by trust and confidence. We provide discretionary asset management and investment advice tailored to your investment goals and objectives. It is your money, your portfolio, and your goals that we want to help you achieve.
Don't let there be any surprises.

  • Pull back the curtain to understand your advisor’s standard of conduct.

  • There are two fundamental ways that financial advisors are compensated: “Fee-Only” and “Commission”. Fee-Only simply means that all of an advisor’s compensation is received from the client, and none from product sales commissions.

    • About 20 percent of registered investment advisor representatives have some sort of disclosure document on file.

    • Up to 90% of financial advisors fail during their career.

    • The typical advisory firm has only 1 associate advisor available to replace every 2 lead advisors.

    INVESTMENT TEAM

    Wendell Heximer

    President &
    Senior Portfolio Manager
    Wendell Heximer founded the firm in 1988 and is the President & Senior Portfolio Manager. His professional accomplishments and more than 40 years in the investment and accounting industries provide clients with experienced financial and investment advice. Read more…

    John Ohsner, CFA, CFP®

    Portfolio Manager &
    Partner
    John Ohsner joined Heximer Investment Management, Inc. in 2012 and has been active in the financial services industry for almost a decade. He is a Chartered Financial Analyst (CFA) Charterholder and a Certified Financial Planner™ certificant. Read More…

    Brandon Kremer

    Investment Analyst &
    Associate Portfolio Manager
    Brandon Kremer joined Heximer Investment Management, Inc. full time in 2016 after completing an internship with the firm in 2015. He recently completed the Master of Financial Economics program at Ohio University. Read more…

    A truly client-centric process actually guides clients through a process to get financially organized, explore the possibilities to set realistic and achievable goals, and then formulate the tactics to best reach those goals. The process recognizes what clients need to really help them make progress along the way.

    SEND OUR TEAM A MESSAGE