Direct Lending to Independent Financial Advisors and RIAs
Your Direct Lender Exclusively Serving Financial Advisors
Securing a loan for your financial advisory firm can be challenging if the lender is not familiar with your business model. There are very few banks that understand the intricacies of a financial advisory practice and even fewer with a dedicated lending division for the financial services industry.
At Salt Creek, we are dedicated to helping financial advisors and RIAs expand their firms with efficient access to capital. It’s our goal to help you grow your firm.
WHO WE SERVE
Independent Financial Advisors
Registered Investment Advisors
Relationship Lending for Financial Advisors
SALT CREEK Helps Financial Advisors With Loans For:
Our lending experts:
We deliver the capital you need to acquire additional books of business easily and efficiently, allowing you to move forward and reach a long-held goal. Plus, Salt Creek offers access to business experts and unbiased, third-party consultants who understand your unique needs and can offer the trustworthy insight and resources to help you accomplish more in the years ahead.
Speak With a Loan Advisor Today
THE SALT CREEK DIFFERENCE
A Lender Focused on Financial Advisors
We know that you’re busy running your financial advisory practice. As a direct lender with an experienced team dedicated to serving financial advisors, we understand the complexities of your business and have designed our loans to fit your business model.
Our Midwestern Values
We are committed to the holistic growth of our clients and their practices. We share our Midwestern values in our efforts to improve the ways our financial tools can be used to support your future.
Putting Your Business First
You’ve worked hard to create and build your business through the years. Now, it’s time to invest in growth to maximize your potential. Whether you want to acquire an additional financial services practice or grow your current operation, we are here to help.