Financial Planner Business Name Generator
Generate names for your financial planner business below.
How to name your financial planner business
Hey, I’m Ashley (Branding Expert) and I’m going to guide you through our four detailed steps to name your financial planner business. Below you’ll find twenty example names I created in this process and next, I’ll show you how you can create your own. To get started, try our financial planner business name generator above and then scroll below to find the first step in the naming process.
- Clear Financial Planning
- Integritas Financial Planner Co.
- The Guardian Planner Company
- Financial Planner Assistance Co.
- Position Planners
- The Capital Planning Company
- Financial Strengths Co.
- Fresh Personal Finance
- Moral Planner Co.
- FinPlan Co.
- Fiscal Finance
- The Microfinplan Company
- Financier Planners
- The Adminplan Company
- Planner Provided Co.
- The Financialist
- Co-eff Financial
- The Countrywide Planner
Create a unique business name with our Business Name Generator!
Four steps to naming your financial planner business
This four-step process will help you name your financial planner business. In this example, I’m creating a name for a financial planner business that conveys the accurate, legal and professional financial planning services. Here’s each step I took in crafting these business names.
Click to View Infographic
#1) Brainstorm your name ideas
Start by brainstorming what words could fit into your business name. In my name ideas, I used words like “Capital”, “Planner”, “Personal” and “Finance”, you can see that while these words can be related to financial planning, they also suggest that you can expect a personal, professional and accurate financial planning services from this business or brand. Your goal here is to create a list of words or names that come to mind when thinking about your business.
If you’re stuck on words to use, try our business name generator.
Here are my name ideas after brainstorming:
#2) Shortlist your ideas
Once you’ve developed a list of possible names, do an analysis of your ideas. Remove any names that could be hard to remember, spell or speak aloud. Keep names that are brandable, sound great, are memorable and communicate your brand values, product or service to your target audience.
Here’s a quick checklist you can run your ideas through to help shorten your list of name:
- Is the name simple and easy to remember?
- Is the name easy to read and say aloud?
- Is the name different from competitors?
- Does the name convey a relevant meaning?
- Does the name avoid overused words or cliches?
Create a unique business name with our Business Name Generator!
#3) Get some feedback
You’ll now have a list of 3-6 great financial planner business names and you can start to ask potential customers or people working in the industry for feedback (your target audience). Avoid feedback from family and friends since they are more likely to praise all your ideas and they aren’t your customer.
Be sure to ask questions like:
- What first comes to mind when you first hear the name?
- How would you spell it?
With you’re customer feedback you can now ask yourself is the name still relevant? and did it represent your business how you intended?
My customer feedback:
This name conveys a premium and reliable financial planning services performed by experts in the field.
This name conveys a reliable, professional and personal financial services.
This name conveys financial planning services that are reliable and done by the experts in the field.
This name conveys a financial service performed by trusted professionals.
#4) Check It’s available
At this point, it’s good to have at least three great financial planner business names on your list, in case your any of your names are already taken. You can do a quick Business Name Search online to find out if you’re name is available within your country/state, also be sure to search if the name is also available for Trademark and Domain name Registration.
Check Domain Availability
Competitor Name Analysis
To help you brainstorm potential business names, let’s take a look at three successful financial planner businesses and break down why and how they’ve chosen to name their business and why it works for them.
Derive Wealth is the business that focuses in private financial consulting. The name communicates the expertise of consultants and trusted overall service. It’s a very sound and brandable name in the financial industry.
Scalco Financial achieves a personal connection with customers by having a person’s name in their business name. Having a personal name in the financial planner business name is a great strategy since the customers are looking for a trusted professional with a great reputation. The personal name literally communicates all of these values to its customers. The name is very sound and brandable, especially if the person has a previous reputation in the financial industry.
Infinite Financial Firm is the business that specializes in consulting people and small businesses on various topics when it comes to financing. The word ‘infinite’ communicates the diversity and expertise in their service. Also, the name is extremely brandable and sound in the financial industry.
1. Do a Competitor Analysis
Doing a competitor analysis as your first step will save you a lot of time in the future, knowing what names to avoid and understanding why and how your competitors business name words for them will help you in forming your own business names. When analyzing competitors think about:
- What business or product values are they conveying in their business name? How does that work for them?
- Is there a trend in how these businesses are naming themselves? It’s best to avoid sounding like “just another one of those businesses”.
- Who does it best? Why does it work and how can I produce a better name?
2. Focus on Naming your Business not Describing it.
A typical pitfall most businesses run into is describing their business name too literally, using overused financial terms like money, tax or security. A more effective business name should convey to customers your businesses and product values at a deeper level. Try name your business in a way that has a story behind it.
Let’s take for example a real financial planning business named “Hancock Urban Small Business”.
Literally, this name conveys you’re getting the financial planning services from a local company that specializes in providing the service to small companies. The name succeeds in communicating a personal connection since it has a personal name in the business name. It’s a sound name that communicates everything a customer can expect from a business.
3. How to make a more memorable name
Creating a memorable business name is the first step in getting into a customers mind and is also a task that’s easier said than done. Your business name should aim to stop a customer in their tracks and give an extra thought on your product among your wave of competitors. Some tips to create a memorable name would be:
- Use rhythmic pronunciation or alliteration (Fiscal Finance, Position Planners)
- Try using a word that wouldn’t be relevant when out of context (Guardian Planner Co. – Guardian represents a protection which, in this context, communicates a safety to its customers.)
- Keep it short and simple.
4. Try purchasing a Brandable business name
Brandable business names are names that are non-sensical but read and are pronounced well. They often use letter patterns of Vowel/Consonant/Vowel as these word structures are typically short, catchy and easy to say and remember. For example, some brandable financial planner business names could be:
- Tazarilo Planners
- Pazane Financial Planning Co./li>
- Kiparus Tax Planning
You can find a full list of Brandable business names at Domainify.com
5. Avoid combining words just to create a unique name.
Another mistake business owners typically make is creating bad word combinations when they find out that their business name idea is already taken. For example, John names his business Fiscal Finance and finds out it’s already taken. Because he’s already decided this is what he’ll name his business he tries to opt for similar sounding names like Fiscalance, FisFinance or Fisnance.
You can see how these ideas are a step backward as they are not catchy, easily pronounceable or memorable. In these situations, we suggest starting from scratch and trying the tips we mentioned previously.
Don’t forget to use our Financial Planner Business Name Generator
Words Financial Planner often describes
(“financial planner ______”)
You can use these words to create financial planning business names like ‘Financial Planning Matters’ and ‘The Financial Planner Analysts’.
How Financial Planner is often described
(“______ financial planner”)
Example financial planner company names using these related descriptive words ‘The Social Financial Planner Company’ and ‘Personal Financial Planner Co.’.
Financial Planner Adjectives
You can use an adjective in your business name to create a business name like ‘Corporate Financial Planners‘ or ‘The Cost-Effective Financial Planner Company‘.
Financial Planner Verbs
You can use a verb in your financial planner business name to create business names like ‘Financial Planner Provided‘ or ‘Achieving Financial Planners‘.
We’ve taken words from above and from our generator results and combined the words to create new financial planner company names.
Honey in Foreign Languages
Consider using foreign words in your business name to give the impression of an international or exotic brand.
Latin: adjective (aerarius).
French: adjective (financier, de financement).
Italian: adjective (finanziario).
Spanish: adjective (financiero, fiscal).