Investment Advisory Lending Overview

Our lending product offerings address the key trends in the Investment Advisory  industry where financing is in great demand. Those include: merger & acquisition, succession funding, partner buy-in/out, expansion, operating capital, refinance, loan payoff, start-up and real estate.  The Live Oak team of Investment Advisory industry experts, coupled with our niche lending industry focus, enables us to structure loans designed to meet the unique opportunities facing the Investment Advisory industry.  We work to provide guidance to ensure that our loan offering is a match to the business need.

Live Oak takes a personal and consultative approach to create a genuine relationship with our clients. When we forge a new partnership with a customer, the loan itself isn’t the end of our relationship – it’s just the beginning.  Live Oak does not pay commissions to team members, we are designated as a preferred lender by the Small Business Administration.

» Learn more about our Lending Process