Lending Solutions

Find the best lending option for you and your business.

Live Oak Bank, a preferred vendor of Chalice Advisor Lending Solutions, knows what it takes inorder to be a successful advisor. In order to be successful in todays industry, you need to build a profitable business. The problem is you need capital to grow, which can be overwhelming and expensive.


Oak Street Funding, a preferred vendor of Chalice Advisor Lending Solutions, can provide financial service professionals access to capital to fuel growth. Oak Street Funding supports professionals through all stages of the business life cycle: from transition or acquisition, to debt consolidation.