Max Lloyd is a trusted mortgage planner specializing in complex financing solutions for  high-net-worth and high-achieving clients. As the go-to mortgage resource for entrepreneurs,  executives, investors, independent contractors, and freelancers, Max has built a reputation for  helping clients secure financing that aligns with how they actually earn, deploy, and preserve  capital. 

With a background in finance and the Certified Mortgage Planning Specialist (CMPS)  designation—held by a small percentage of mortgage professionals nationwide—Max brings a  planning-first mindset to every transaction. He works closely with financial advisors, CPAs, and  other trusted professionals to ensure mortgage decisions complement broader wealth, tax, and  investment strategies rather than conflict with them. 

After repeatedly seeing entrepreneurs denied by traditional banks—and high-net-worth clients  forced into solutions that failed to account for their full balance sheet—Max dedicated his  practice to structuring smarter, more flexible lending strategies. His approach focuses on  understanding business cash flow, assets, and long-term objectives to design financing solutions  that go beyond one-size-fits-all underwriting. 

Through The Lloyd Lending Team, Max delivers a private-client experience built on clear  communication, thoughtful coordination, and strategic execution. By combining advanced  planning strategies, modern lending technology, and a high-touch service model, he simplifies  complex financing decisions and helps clients move forward with confidence. 

Max lives in Michigan. Outside of work, he is passionate about faith, fitness, and travel—values  that reflect the discipline, perspective, and intentionality he brings to his work.