FAIRFIELD, IA – April 3, 2024 — Cambridge, a leading independent financial solutions firm supporting over 3,700 financial professionals nationwide, is pleased to announce the expansion of its Private Client Solutions offering to include outsourced personal CFO services. Available now, Cambridge will help connect independent financial professionals and their clients who are seeking sophisticated financial management with the expertise of an experienced CFO.

“This enhancement marks a significant milestone in Cambridge’s commitment to delivering unparalleled high-net-worth support to our financial professionals. By making personal CFO services easily accessible, we are revolutionizing the way financial professionals and their clients access concierge-level financial reporting,” said Tammy Robbins, Cambridge’s Executive Vice President and Chief Business Development Officer.

Financial professionals will be able to choose from a customizable menu of à la carte services for their clients, including monthly household bookkeeping services, electronic bill payments, budget preparation and review, and more. By outsourcing these tasks to a seasoned CFO, financial professionals of all experience levels will be able to uncover critical insights into a client’s household financials and demonstrate their commitment to holistic planning.

In addition to personal CFO services, the Private Client Solutions offering provides financial professionals with expertise in several key areas of high-net-worth specialization, including:

• Wealth and legacy planning
• Tax and estate planning
• Solutions for business owners
• Insurance
• Cash management strategies
• Lending solutions

The personal CFO services are made possible through a partnership with Hero CFO, a subsidiary of Compass CFO Solutions. Hero CFO and Compass CFO Solutions are renowned leaders in outsourced CFO and accounting solutions.

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Learn more at JoinCambridge.com.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Hero CFO and Cambridge have a revenue sharing agreement in place.