AdvisorLoans is now the first national lending solutions firm catering exclusively to advisors for business, acquisition, and personal loans. Founded by financial industry and banking insiders, AdvisorLoans was founded based on the growing need for access to capital by advisors where there has historically been an industry-lending gap.

Many advisors in the financial sector have income, revenue, net worth, and credit scores higher than other types of coveted bank customers, but are often overlooked by lenders because of a lack of industry understanding, financial sector nuances, and lack of tangible assets to collateralize.

“Advisors have multiple lending needs over their career. We help advisors get the financing they need from a business credit line, refinancing their mortgage, acquiring a practice, financing a vehicle, and everything in-between,” shared President Frank Zoldak.

AdvisorLoans has multiple lending capabilities as a licensed mortgage company (NMLS#1312184) and SBA lending specialist. They are the borrower’s advocate for consumer and commercial conventional lending and provide an array of resources for the advisor including an internal tax and credit resolution division.

“We prepare and package SBA loans in-house, invite our lending partners to offer their best rates and terms, and then process the loan through the bank the advisor selects. There is never a handoff, we’re there every step of the way,” said Helena Hauk, SVP SBA Lending.

AdvisorLoans is committed to providing greater choice and access to loans, at better rates and terms. They are implementing the same high-touch approach service model advisors have with their clients. “There are many advisors needing financing advice and want a firm to do the heavy-lifting for them. We consult with advisors about their goals and available strategies, compare options, and support advisors in loan packaging through funding,” said Michael Fritze, SVP Operations.

“We exclusively serve advisors and their referred clients. Our job is to provide world-class service and solutions for advisors so they feel good sharing our company as a resource to their clients,” says John Pierce, SVP National Accounts.

“Our purpose is in our name. Being an advisor’s advocate in lending is what we do. We hope advisors will find value in that,” concluded Zoldak.

About AdvisorLoans:
AdvisorLoans finances advisors’ business and personal lending needs.

For more information on AdvisorLoans visit
Contact: John Pierce
Phone: 844-229-2553
Email: [email protected]