FINANCIAL ADVISORS IN
Northwest Ohio
Since 2006, Stirling Capital has been helping hardworking individuals and families in Northwest Ohio achieve financial freedom through honest advice and personalized planning.
Stirling Castle located in Stirling, Scotland
Toledo Financial Advisors
Personalized Advice Since 2006
Toledo Financial Advisors Personalized Advice Since 2006
Named after the historic Stirling Castle in Scotland—a symbol of strength and endurance—Stirling Capital was established in 2006 in Oregon, Ohio. We serve clients throughout the Toledo metropolitan area, including Perrysburg and Sylvania, and our virtual client relationships extend across the United States.
As an independent firm, we create personalized financial blueprints designed to help you achieve financial freedom and preserve your wealth.
Whether you’re rolling over a pension, planning for retirement, or navigating major financial transitions, we provide clear, honest guidance that helps you make the most of what you’ve earned.
*as of 07/03/2025
Start Your
Financial Planning Journey
Ready to take the next step toward financial freedom?
Connect with Stirling Capital’s Toledo-based team of advisors to discuss your financial plan. During our initial consultation, we will discuss how personalized financial guidance can help you achieve your goals.
HELPING OREGON, OHIO RESIDENTS
Reach Financial Freedom
HELPING OREGON, OHIO RESIDENTS Reach Financial Freedom
At Stirling Capital, we understand that every Oregon resident has distinct financial goals and challenges. Whether you’re just starting your career, building a family, or preparing for retirement, we provide personalized guidance tailored to your specific situation.
Individuals & families
We help hardworking families who have achieved financial success navigate the complexities of wealth management at every stage of life.
TYPICAL SERVICES:
- Retirement Planning
- Estate Planning
- Investment Management
Refinery & Energy Employees
Do you need specialized guidance to maximize your benefits or navigate a 401(k) rollover? Our team can help.
TYPICAL SERVICES:
- Pension Planning
- Risk Management
- Tax Planning
Small Business
Owners
We work with entrepreneurs and business leaders seeking a partner to help them build wealth and plan their exit strategy.
TYPICAL SERVICES:
- Estate Planning
- Risk Management
- Tax Planning
Individuals & families
TYPICAL SERVICES:
- Retirement Planning
- Estate Planning
- Investment Management
Refinery & Energy Employees
TYPICAL SERVICES:
- Pension Planning
- Risk Management
- Tax Planning
Small Business
Owners
TYPICAL SERVICES:
- Estate Planning
- Risk Management
- Tax Planning
Our Mission And
Investment Advisory Approach
Our Mission And
Investment Advisory Approach
Our mission is simple: help hardworking individuals and families achieve financial independence through honest advice, personalized financial planning, and service built on trust and long-term relationships.
We’re committed to making complex financial decisions clear and understandable. When you work with us, you benefit from in-depth planning, proactive tax guidance, and the confidence that comes from having experienced advisors in your corner.
Service
We believe your experience goes beyond the numbers. When you become our client, you’ll receive the respect, genuine care, and personalized attention your unique situation deserves.
Proactive Planning
Thoughtful and strategic financial planning is the foundation of our approach. We help clients design a clear path to their financial goals, balancing today’s needs with tomorrow’s dreams.
Guidance
We’re more than advisors. We’re trusted guides who help you navigate life’s financial milestones and decisions with confidence. When you work with us, we strive to make sure you never feel lost or alone on your financial journey.
Service
We believe your experience goes beyond the numbers. When you become our client, you’ll receive the respect, genuine care, and personalized attention your unique situation deserves.
Proactive Planning
Thoughtful and strategic financial planning is the foundation of our approach. We help clients design a clear path to their financial goals, balancing today’s needs with tomorrow’s dreams.
Guidance
We’re more than advisors. We’re trusted guides who help you navigate life’s financial milestones and decisions with confidence. When you work with us, we strive to make sure you never feel lost or alone on your financial journey.
Ready to Make Your Money
Work as Hard as You Do?
Ready to Make Your Money Work as Hard as You Do?
Let’s discuss your goals and create a personalized plan to help you achieve the financial security you’ve worked so hard to build.
Trusted Advisors building
Lasting Relationships
Trusted Advisors building Lasting Relationships
Our team combines deep knowledge, a passion for finance, and a genuine commitment to helping clients achieve their goals.
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.
Make Your Money Work Hard for You
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Stirling Capital are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2.