MAKE YOUR MONEY
Work Hard for You

You’ve worked hard to build what you have. Now let’s make sure your money works just as hard for you. Whether you’re planning for retirement or navigating your next financial milestone, we provide honest guidance tailored to hardworking individuals and families like yours.

Toledo Personal Financial Advisors
Building Trust Since 2006

Founded in 2006, Stirling Capital helps hardworking individuals and families turn financial uncertainty into confidence through clear planning and honest advice.

Years of Experience
0 +
Assets Under Management
0 M+

*as of 07/03/2025

Households Served
0 +
Financial Plans Built
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Retirement Specialists &
Financial Planning Services

Get the guidance needed to make confident money decisions at every stage of life, with specialized retirement planning for hardworking savers.

Retirement Planning

Specializing in retirement planning for hardworking savers. Know if you’re on track for the retirement you want through clear analysis of your 401(k), pensions, and Social Security.

Tax Planning

Keep more of what you earn through strategic tax planning and efficient investment approaches.

Investment Management

Build portfolios aligned with your goals and risk tolerance for long-term wealth growth.

Estate Planning

Protect your legacy and provide for loved ones through proper estate planning strategies.

Company Retirement Plans

Help employees build wealth while gaining tax advantages for your business.

Risk Management

Protect against unexpected events through strategic insurance and risk planning.

Estate Planning

Protect your legacy and provide for loved ones through proper estate planning strategies.

Company Retirement Plans

Help employees build wealth while gaining tax advantages for your business.

Risk Management

Protect against unexpected events through strategic insurance and risk planning.

Personal Financial Advisors
For Every Journey

Personal Financial Advisors For Every Journey

Whether you’re building wealth, protecting assets, or planning for retirement, get strategies designed for your specific situation from trusted Toledo area financial planners.

Individuals & families

Navigate life transitions and build financial security. Get clarity on retirement planning, inheritance decisions, and wealth building strategies.

TYPICAL SERVICES:

Refinery & Energy Employees

Maximize your complex benefits package. Navigate pension decisions, stock options, and early retirement planning.

TYPICAL SERVICES:

Small Business
Owners

Balance growing your business with building personal wealth. Access strategies for succession planning and tax efficiency.

TYPICAL SERVICES:

Individuals & families

Navigate life transitions and build financial security. Get clarity on retirement planning, inheritance decisions, and wealth building strategies.

TYPICAL SERVICES:

Refinery & Energy Employees

Maximize your complex benefits package. Navigate pension decisions, stock options, and early retirement planning.

TYPICAL SERVICES:

Small Business
Owners

Balance growing your business with building personal wealth. Access strategies for succession planning and tax efficiency.

TYPICAL SERVICES:

Trusted Toledo Financial Planners Building
Lasting Relationships

Trusted Toledo Financial Planners Building Lasting Relationships

Meet the experienced professionals dedicated to your financial success.

At Stirling Capital, we strive to understand our clients’ complex financial situations. Our team aspires to provide clarity and instill confidence through impartial advice that is founded in our clients’ long-term financial goals.

Dustin alexander

President & Founder

Our mission is to guide hardworking individuals and families toward financial freedom by providing honest advice, personalized planning, and service built on trust and long-term relationships.

Nathan Boyer

Vice President

Your Financial Success
Begins with a Conversation

Ready to know exactly where you stand financially? Schedule a consultation to have an honest conversation and get your questions answered.

Financial Insights
For Your Journey

Stay informed with practical financial guidance, market updates, and retirement planning tips designed to help you make confident decisions about your financial future.

Financial Planning, Retirement Planning
You’ve spent decades powering America’s energy and now it’s time to make sure your pension powers your future just as effectively. For refinery and energy sector employees, deciding when and how to claim your pension isn’t just about picking a date, but about understanding complex options that can shape your entire retirement.
Investment Management
Q3 2025 saw strong market gains, Fed rate cuts, and renewed global diversification. Learn what these shifts mean for investors seeking balance.
Wealth Management
Learn how to make charitable giving a lasting part of your legacy. Explore donor-advised funds, QCDs, trusts, and strategies to align giving with your goals.
Financial Planning, Retirement Planning
You’ve spent decades powering America’s energy and now it’s time to make sure your pension powers your future just as effectively. For refinery and energy sector employees, deciding when and how to claim your pension isn’t just about picking a date, but about understanding complex options that can shape your entire retirement.
Investment Management
Q3 2025 saw strong market gains, Fed rate cuts, and renewed global diversification. Learn what these shifts mean for investors seeking balance.

Get Clear Guidance
From Our Team

We’re not just your financial advisors, we’re your neighbors here to help answer any questions you might have.

Call Us

Email Us

Schedule a Consultation