Your Real Estate Finance Partner

Research shows a free-and-clear home is an inefficient use of assets. 

Let us show you how to maximize these assets.

Call Today 844-808-7840

Welcome to AdvisorMortgage

Since 1993, AdvisorMortgage has provided real estate financing solutions to America's leading:

  • Financial Advisors/Planners
  • Asset Managers
  • CPA's
  • Elder Law Attorney's

What is more valued? Equity in real estate or cash?

 Our opinion at AdvisorMortgage is, the lack of focus on home equity in retirement income planning is nothing short of a complete failure to properly plan and utilize all available retirement assets. This needs to change immediately because strategic uses of home equity, especially Reverse Mortgages, could save many people from financial failure in retirement and help stem the overall retirement income crisis facing Americans today.

Mortgage Loan Programs

Reverse Mortgage

Reverse Mortgage is a sophisticated tool that if used wisely can help guide your clients through retirement. 

Traditional Forward Mortgage

Fixed or Adjustable, Purchase or Refinance, Payment Terms for up to 30 years

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How We Help Your Clients



Research by the Insured Retirement Institute reflects that 24% of baby boomers have no retirement savings – which is the lowest number recorded since the beginning of the study in 2011.
Another sobering data point shows only 55% of baby boomers have some retirement savings and, of those, 42% have less than $100,000. Thus, approximately half of retirees are, or will be, living off their Social Security benefits. 



 A major component of wealth and retirement planning often overlooked or ignored, is home equity. Based on U.S. Census Bureau figures, collected in 2011 and dated 2013 the average married couple entering retirement will have a net worth of $194,226. However, when home equity is removed net worth drops to just $43,921. With 77% of a retiree’s net worth locked in home equity it’s astonishing why so many financial planners ignore home equity when creating retirement plans. There is currently over $6.3 trillion in senior housing wealth and its growing daily as 10,000 people turn 62 every day. Although recent changes to the fiduciary standard do not explicitly include home wealth, it no longer can be ignored as part of the overall retirement plan. 



 Working with a well-versed financial adviser a reverse mortgage could be customized to meet or complement a number of retirement financial goals. These goals may include long-term care planning, purchasing the right house, improving cash flow, mitigating sequence of returns risk in market downturns, delaying other income streams, or simply providing peace of mind for unexpected expenditures. 

 For most over 62, housing costs are the single biggest expense throughout retirement. It’s an expense requiring careful planning and if left unchecked, could derail a retiree’s financial security.

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4536 Bonney Rd, Suite B, Virginia Beach, Virginia 23462, United States

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757-500-2689 fax

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