Helping You Grow
As an investment advisor, you help your clients increase their worth. Of course, your goal is the same for your business. With Live Oak Bank, you get a long-term financial partner who believes in you and your firm. We know you can grow and we want to help, which is why we have a lending team dedicated solely to investment advisor loans.
Our Investment Advisory Lending Team has extensive industry experience and expertise—we understand your business. We have loaned over $350 million to independent investment advisors for working capital, succession, acquisition and more.
Our unique focus and approach offers investment advisors these advantages:
We don’t “shop” your loan to the highest bidder—we service the loan ourselves. You’ll always get straightforward answers from us.
Enjoy the benefit of having a lending partner with consultative insights, not only around your financing, but also on data-driven practice perspectives to help you enhance firm value. Our strength is aligning advisor strategies with capital.
Simplicity and Speed:
Live Oak’s transparent loan process is facilitated by our innovative online platform—optimizing speed and ease of closing, while minimizing paperwork. You can look up the status of your loan online, any time.