Integrated Lending


Integrated Lending affords you one-stop access to grow and safeguard your most valuable asset — your livelihood.

Ultra-custom lending solutions

AdvisorLaw offers ultra-customized lending solutions through our partners to help your business achieve desired growth targets. Loans for financial advisors include flexible terms and low-equity contributions specifically tailored for under-collateralized books in the financial advice space. Loan structures include integrated business contracts and safeguards to protect the Buyer against unexpected client attrition or a breach by the Seller.

  • Loans up to $5 Million
  • Loan terms up to 25 years
  • ​Variable and fixed-rate terms

Our robust financial advisor lending platform helps your growing business acquire other books or real estate, start or complete a construction project, consolidate debt, or add to working capital. In-house loan facilitation allows AdvisorLaw to seamlessly offer applicable contract work that a typical lender cannot provide including strategies to protect against “rogue sellers” in the industry.

We can help. Learn how.

Contact us to discuss AdvisorLaw's Integrated Lending services.

The consultation is free, and our services were created exclusively for financial advisors
(303) 952-4025