Financial Advisors in Oregon, Ohio Your Trusted Wealth Management Partner
Located in the heart of Oregon, Ohio, Stirling Capital has been your neighbors’ choice for financial guidance since 2006. We understand what it means to work hard in Northwest Ohio and build a life you’re proud of.
About Stirling Capital
Your Local Oregon, Ohio Advisors
About Stirling Capital Your Local Oregon, Ohio Advisors
As Oregon, Ohio’s trusted financial advisor, Stirling Capital specializes in helping hardworking individuals and families turn their financial goals into reality.
Our mission is straightforward: guide our clients toward financial freedom through honest advice, personalized financial planning, and service built on trust.
Whether you’re a longtime Oregon resident planning for retirement, a young family looking to secure your future, or an energy and refinery employee seeking clarity around your benefits, we’re here to make the complex simple.
From retirement planning and tax strategies to investment management and estate planning, we provide clear direction, allowing you to focus on what matters most.
Guiding You Through Life's
Financial Milestones
Guiding You Through Life's Financial Milestones
Our team is more than advisors. We are trusted guides, helping clients navigate life’s financial milestones and transitions with confidence.
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
Ready to take the next step
toward financial freedom?
Ready to take the next step toward financial freedom?
Let’s discuss your goals and create a personalized plan to help you achieve the financial security you’ve worked so hard to build.
Financial solutions
For Oregon, Ohio Families
Financial solutions For Oregon, Ohio Families
We offer strategic financial planning designed for Oregon, Ohio, residents who value personalized service and long-term relationships.
Your Trusted Financial Partners
Across Northwest Ohio and Beyond
Your Trusted Financial Partners Across Northwest Ohio and Beyond
While based in Oregon, we proudly serve clients throughout the greater Northwest Ohio region, including Toledo, Perrysburg, and Sylvania.
