We provide investment advisory financing solutions to help you position your firm for success now and into the future. You might think the lowest interest rate is what you should look for in a loan, but a low rate doesn’t always mean the best funding option for your investment advisory firm.

Your loan term actually has a more significant impact on your business’ cash flow than your rate does. With a longer term, you can enjoy a lower monthly payment and will ultimately have more cash on hand to run a healthy firm and grow your book of business. Live Oak can offer a customized investment advisor loan package with favorable terms so your firm will be ready to seize opportunities.

Need a little guidance and advice? Contact a loan specialist, they're ready to help.

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Loan Solutions

  • Acquisition

    120,000 advisors plan to retire within ten years, providing you an opportunity to acquire books of business. Preapproval for financing helps you compete with other buyers and appeal to sellers.

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  • Succession

    You’ve worked hard to build your business Let’s work together on a strategy to help you make the right investments in your firm to ensure a profitable and successful transition.

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  • Transition

    Many advisors are considering a move to independence. If uncertainty or lack of capital is holding you back, we can provide the resources you need to make your move confidently.

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SELLER'S GUIDE

This guide will walk you through the life cycle of a succession and provide information, tips, and tools to help you navigate the process.

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Knowledge Bank

Over 1,000 investment advisors already use our Knowledge Bank. Access free resources from our Acquisition Guide and Workbook to our Cashflow Calculator.

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Why Live Oak

Know-How

We’ll take you where you need to go with our deep industry and product expertise. Our team understands the ins and outs of different business models, and we package your loan accordingly. Every industry has its own nuances and our lenders get that. When it comes to matching your businesses with the best loan, you can trust that it will be the ideal fit.

Efficiency

Our commitment to efficiency and transparency helps you avoid costly mistakes. We work hard to streamline the entire loan process, from the initial conversation to the day you get your money. Throughout your Live Oak experience, we’ll keep you updated and informed. By taking advantage of next-generation technology, your loan will move through each stage seamlessly. Our experienced team knows that your time is valuable, and we won’t waste any of it.

Service

We strive to provide unmatched service and an unwavering dedication to your success. Our customers are at the heart of everything we do at Live Oak. We like to say that we treat every customer like our only customer, and we honestly mean that. Your hopes, your dreams and your goals hold a lot of weight – it is what we work together to achieve. Going above and beyond for you is simply how we operate. We can only say that we’re successful when you are too, so we’ll do everything in our power to make that happen.

Our Investment Advisory Team
understands your business.

We're ready when you are
Connect with a Loan Specialist

From our Investment Advisory Resource Center

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