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Salt Creek Relationship Lending

You build relationships with your clients. We build relationships with financial advisors like you. It’s a partnership—a personal bond between your firm and our lending team that is driven by a common goal of helping your business grow. As specialists in the wealth management industry, we are here to provide our unique expertise and a personal level of support as you grow.

 

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

As a financial advisor, you know it takes capital to grow your business. Whether you’re seeking funds for acquisition, expansion, or a partner buyout, we’re here to help. Our business loans are designed exclusively for independent financial advisors.

Registered Investment Advisors

Is your RIA looking to recruit new advisors or acquire other advisory practices? We understand that there are many ways for a RIA to fuel growth, but it all starts with capital. Our loans are designed to help you grow revenue for your RIA.

 

Salt Creek Blog

Check out our blog to learn more about practice acquisitions, refinancing, SBA loans, and more.

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