Who We Are

AdvisorMortgage is a valued and trusted name that provides lending options nationwide to the clients of investment professionals. Our company was founded to understand that our services are, but one spoke, in a wheel of complex financial strategies. 

Founded by Jim Shaw, AdvisorMortgage has provided real estate financing solutions to America’s leading Financial Advisors, Asset Managers, CPA's and Estate Planning Attorneys since 1993. 


What We Do

AdvisorMortgage provides real estate finance solutions to Investment Professionals who offer our services and programs to a wide range of clients. We offer real estate financing strategies for purchases of 1st and 2nd homes, investment properties and of course refinancing. 

Our services are provided on a word of mouth basis to respected clients of Investment Professionals and are set apart based on quality, customer focus and a value that can be trusted. We strive to differentiate ourselves from other lenders to meet your clients’ goals and surpass their expectations. 


Our Opinion

Reverse Mortgages could save homeowners over the age of 62 from financial failure in retirement by stemming the overall retirement income crisis that some Americans are facing today. 

Call us today to find out what a reverse mortgage could do for your client!