Our Advisory Business 1787fp Investment Services, LLC 1787fp Investment Services LLC, D/B/A Benjamins Money (“Benjamins Money” or the ‘firm”) is a Delaware limited liability company organized in 2023. The firm is an SEC-registered investment adviser that maintains its principal office at 7918 Jones Branch Drive, 4th Floor, McLean, VA 22102. The Benjamins Money is a wholly-owned direct subsidiary of 1787 Financial Corporation, Inc. Services Benjamins Money offers investment advisory services on a non-discretionary basis to clients over the internet via its mobile application and online platform (collectively referred to hereinafter as “Online Interface”). This Brochure is meant to help you understand the nature of the advisory services offered by Benjamins Money, whether the advisory services offered by Benjamins Money are right for you, and the potential conflicts of interest associated with the services of Benjamins Money. You should review it carefully. Benjamins Money provides non-discretionary asset management services for clients by recommending a suite of model portfolios managed by RBC Capital Markets, LLC. These model portfolios are typically comprised of mutual funds, exchange-traded funds (“ETFs”), separately managed accounts, stocks, and bonds (collectively, “traditional securities”). Traditional securities portfolios consist of sets of globally diversified stock and bond allocations, which RBC typically constructs from low-cost, liquid, index-tracking ETFs. In order for our platform to provide suitable recommendations, we obtain the client’s income, income tax bracket, investment experience, source of wealth, current investments, and personal financial planning goals. Financial Planning Software Fee-based financial planning is a comprehensive relationship which incorporates many different aspects of your financial status into an overall plan that meets your goals and objectives. In performing financial planning services, our platform will analyze your overall financial situation. The relevant information collected through our Online Platform shall include, but is not limited to, your tax

status, insurance needs, overall debt, credit, business planning and retirement savings. As detailed in the chart below, the scope of our services will encompass a variety of topics depending upon the tier you select. In order for Benjamins Money to assess your financial situation, it is essential that you provide the information and documentation we request through our Online Platform. This information should be updated as necessary so that we have an accurate representation of your financial situation. We do not verify any information obtained from you, your attorney, accountant, or other professionals. Benjamins Money ADV Part 2A November 23 Page 5 of 19 We obtain information from a wide variety of publicly available sources. We do not have any inside private information about any investments that are recommended. All recommendations developed by Benjamins Money are based upon our professional judgment. We cannot guarantee the results of any of our recommendations. Choosing which advice to follow is your decision. Advisory Services will vary based on the following tiers: Group Services Emerging Access to Benjamins Money cash reserve calculator, view historical transactions, and get a consolidated view of financial accounts. Basic Set up to 3 financial goals, Billpay, and automatic savings plans. Premium Set unlimited financial goals, Billpay, automatic savings plans, tax planning + custom insurance/risk review. Premium Plus Develop automatic savings plans and income optimization strategies, custom banking services, insurance/risk review + portfolio review. Premier Wealth Management Services Debt consolidation and debt reduction plans, investment management, custom banking, tax planning, retirement planning and retirement plan services, stock option planning, corporate stock services, and estate planning. Wrap Fee The Adviser does not sponsor or participate in a third-party sponsored wrap fee program. Assets Under Management As of the date of this ADV Part 2 Brochure we do not have any assets under management. We are a new adviser, and we were founded in 2023.