LPL CFO Solutions for Advisors

As a financial advisor at LPL Financial, advisors can be confident that every recommendation advisors receive will be tailored to your business’ interests and needs as you partner with an experienced, trusted CFO.

Reaching your goals with CFO Solutions

As a partner of LPL Business Solutions, not only are we committed to helping you take care of your clients, we want to help you take care of your own business goals. 

With CFO Solutions, you gain a business specialist who will study your practice and your goals. Your CFO will help you assess how your practice is doing and create a strategy for keeping your business goals on track.

Additionally, your CFO can connect you to exclusive capital solutions, ROI guidance on growth initiatives, and insight on mergers and planning your retirement.

Watch Video: Learn what advisors have to say about CFO Solutions and what it has to offer.

"My CFO has turned my world on its ear. He has exposed me to so many things about my business that I never knew I should be caring about, and I now know, and he’s just made me run a better business."

Leigh Allen

Excell Wealth Partners

Key Benefits of CFO Solutions

Create Plans

Get tailored action plans with measurable results and accountability to help you achieve your business goals.

Identify & Implement

Uncover cost-saving and revenue-generating opportunities.

Connect Your Vision

Connect your data with your vision for the future with comprehensive metrics and benchmarking.

Foster Collaboration

Foster connections and collaboration with your peers, industry experts, and the right people and processes at LPL.

Why CFO Solutions?

LPL CFOs are professionals with deep industry knowledge who are integrated with LPL systems and teams. With two options available to support you, you pick the CFO solution that best fits the needs of your practice.

Interested in learning more about the exclusive programs and services at LPL Financial, such as CFO Solutions, that can help you achieve your vision of business success? LPL’s representatives are ready to answer your questions.

CFO Premium

Offers a comprehensive suite of strategic, financial, and operational guidance for your complex and nuanced needs, such as succession planning and custom projects.

CFO Essentials

Provides the insights and expertise of a CFO in a lighter-touch, lower-cost way and provides fundamental roadmaps for growth and efficiency.

Additional Solutions

CFO Solutions FAQs

Advisors who work with CFO Solutions can experience potential benefits including accelerated growth, increased capacity to spend on more productive business activities, increased profitability, and operational efficiencies. Advisors using the CFO Premium solution have seen compelling results, including in some cases increased average annual business valuations upwards of 30%. 1

Your CFO will often work with your accountant as a strategic partner, providing financial insight and implementation that an accountant may not be qualified to provide. Your CFO focuses on strategies for growth and measurable outcomes like resolving cash flow issues and optimizing margins, shaping and helping execute short- and long-term financial plans for your business. If you need dedicated support to make sure you have up-to-date and accurate financial reporting for your business, LPL also offers Bookkeeping Services.

Your CFO will work with you to develop a long-term business strategy that will be measured by short-term accomplishments, each of which will bring your business closer to your ultimate goals. Your CFO is effective because they have an ongoing relationship with you and your business, and will meet with you regularly to set measurable goals and objectives, and ensure progress against those goals. Unlike other consulting services, your CFO will go beyond merely identifying areas to focus on, but will partner with you to implement and execute against your own customized, strategic plan.

Your CFO can help you run your business more efficiently and profitably in a number ways, including organizing and standardizing your financial and operational foundations, helping you increase the value of your business, accelerating your growth, implementing proven strategies for optimization, preparing for future transition or succession, and working with a trusted partner to help accomplish your goals.


1 Typically, in the first quarter the advisor joins CFO Solutions, the CFO runs a valuation based on the previous year to set a baseline. Valuations are then conducted annually while the advisor stays in the program. Advisors in CFO Solutions for three years generally have four valuations and demonstrate a 29% total average annual increase in business valuation.  Individual results may vary.  Past performance does not guaranty future results.

The views and opinions expressed by LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

*In 2022, subscribers who outsourced to an external expert saw a weighted average growth rate of 3.1% which was 38% higher than their peers.

For Financial Professional Use Only.