Financial Planner Business Names

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Financial Planner Business Name Ideas

BizNameWiz Writer
Tips from Craig

For my name ideas, I focused on creating names that appeal to customer values using words like: Trustworthy, Reliable, Accurate, Legal. A business name that lets your customer know what solutions you provide or the core values your business hold is a great way to make your business appear trustworthy and relevant.

Here are a few name ideas I came up with:

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BizNameWiz Writer
Tips from Kate

A great way to make a memorable business name is to use rhythm or alliteration, these types of business names sounds great and are extremely brandable. For example, some names could be: Fiscal Finance Co., Position Planners, Friendly Financial, Planning Pros Financial.

With that in mind, here are more business names I came up with:

Generate more unique name ideas

BizNameWiz Writer
Tips from Marcus

When developing your business name, it’s useful to do a competitor analysis. Dissect and understand why their business name works for them and how you can use those techniques in your own business name. Some of the top Financial Planner Firms are Tenet, Derive Wealth, Openwork or Kerr Henderson Group.

Generate more unique name ideas

BizNameWiz Writer
Tips from Sandra

When deciding on the perfect business name, don’t forget to get feedback on your ideas from potential customers! Be sure to ask questions like: Does this sound like a trustworthy business?What quality of product or service would you expect to get from this business? Does the answers align with your business goals? That said, here are some name ideas to help you create the perfect business name:

Tips for naming a Financial Planner Business

BizNameWiz Writer

by Craig M.
Branding Specialist at

When naming your financial planner business, consider what makes you unique and what will appeal to your specific target audience. The goal is to have a way to differentiate yourself from the competition while portraying your brand in the truest light. With those essentials in mind, here are a few very specific and relevant tips for naming a financial planner business. 

  1. Incorporate customer values: Think about your core values and you’re your company wants to represent. Start by writing important topics that concern your customers might be safety, wealth, money, investing, lending, saving, banking, advising, counseling, strategizing, and so forth. Focus on what would let your customers know the specific benefits and solutions you provide or the core values that your business has. Make sure it establishes that you are a trustworthy and relevant company. 
  2. Highlight your unique methods to solving problems: if you are trying to attract specific people, think about what names might inspire them and motivate them to choose you over your competitors. What is it that they are looking for in a financial planning business? Figure out what their fears, their goals, as well as their needs, wants, and desires are. Determine how to optimize your name to highlight how you might offer them peace and security and methods to attain their specific goals.

 Do give these tips a try and keep them in mind if you use our Name Generator. If you’re looking for a bit of additional inspiration, check out the financial planner name analysis below.

Financial Planner Business name analysis

If you’re still stuck on creating some name ideas, here’s a breakdown of some of the top brands and businesses in the industry. Here I’ll explain why the name works for that company, and how the name appeals to customers. What’s more, a few more team members from BizNameWiz have added their name ideas below aswell!

It’s Not Just Money, Inc.

While several financial planner companies have more serious names, this name works well for a few reasons. The name uses a typical phrase that shows that the company cares about your money and your assets. They do not view it as, “just” money. They recognize that your financial plans are more than that, and this positions their business in the minds of consumers as trustworthy and caring. It also works because it shows how the brand is more personable rather than corporate.

Banker Street Advisors

This name works because it elevates the company, shows their expertise, highlights clientele in a positive light, and shows brand values. The fact that they call themselves “advisors” is also rather brilliant, because it shows that they are knowledgeable about finances, banking, and wealth management, but ultimately the customer has final say. They will advise you without pressuring.

Key Financial

This name is short, memorable, and forward thinking. They use more of a metaphor for their name – a key. Keys are used to open doors and give knowledge of maps. The word can also be used in sentences to mean something of paramount value or crucial importance. When used in this context, therefore, it is symbolic of opening doors to more opportunities and finding solutions to problems and explaining or giving understanding to complicated issues. This also helps show the customers their significance and importance to their financial planning.

Into Wealth Strategies

Into Wealth Strategies works well as a financial planner company name, because it incorporates customer values such as growing into wealth, managing recently inherited money, or preparing yourself for a better future. There is a forward-thinking mindset and imagery built with the growth-focused wording. The word “strategies” also works well, because it shows how they will help you create, develop, and implement winning tactics and specific strategies that are proven to work.

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Kristy Green
Kristy Green
1 year ago

Budget Masters, Own Your Finance, FinPlan