Financial Advisors For Toledo, OHYour Trusted Wealth Management Partner
Serving the greater Toledo metro area from our Oregon office, Stirling Capital brings nearly two decades of financial planning experience to families, professionals, and small business owners seeking personalized advice.
About Stirling Capital
Your Trusted Toledo, Ohio Advisors
About Stirling Capital Your Trusted Toledo, Ohio Advisors
At Stirling Capital, we have been serving the Glass City and its surrounding communities since 2006. From the thriving healthcare sector to the energy industry, we understand the financial landscape for Toledo residents.
Whether you’re a Toledo-area professional planning for retirement, a family looking to create generational wealth, or a small business owner preparing for succession, we provide the personalized guidance you need to achieve your financial goals.
It’s time to turn your goals into reality so you can focus on the things that matter most.
Financial Advisors Proudly
Serving Toledo Families
Financial Advisors Proudly Serving Toledo Families
Meet the Stirling Capital professionals who are dedicated to delivering exceptional service that goes beyond the numbers.
HELPING TOLEDO, OHIO RESIDENTS
Reach Financial Freedom
HELPING OREGON, OHIO RESIDENTS Reach Financial Freedom
At Stirling Capital, we recognize that Toledo’s diverse economy creates financial opportunities and challenges. From healthcare professionals at ProMedica to energy workers along the Maumee River, each career path requires specialized financial strategies.
Individuals & families
We help professionals and families who have built wealth through careers in healthcare, manufacturing, and business.
TYPICAL SERVICES:
- Retirement Planning
- Estate Planning
- Investment Management
Refinery & Energy Employees
We work with energy sector workers, including BP refinery employees and utility professionals, who need specialized planning for complex benefits packages.
TYPICAL SERVICES:
- Pension Planning
- Risk Management
- Tax Planning
Small Business
Owners
We assist entrepreneurs and business owners who require sophisticated planning for business growth and personal wealth.
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
Secure Your Future
with Stirling Capital
Secure Your Future with Stirling Capital
Discover why Toledo area families and individuals trust Stirling Capital with their financial future. Schedule your consultation today.
Investment Management
Tailored to Toledo Residents
Investment Management Tailored to Toledo Residents
We provide strategic financial planning and investment management designed for Toledo’s diverse professional community and growing families.
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.
