Financial Planner Business Name Generator

Generate names for your financial planner business below.

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Writer Ashley

Ashley S.
Branding & Marketing Specialist

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.

  1. Clear Financial Planning
  2. Integritas Financial Planner Co.
  3. The Guardian Planner Company
  4. Financial Planner Assistance Co.
  5. Position Planners
  6. The Capital Planning Company
  7. Financial Strengths Co.
  8. Fresh Personal Finance
  9. Moral Planner Co.
  10. Ecoplanner
  1. FinPlan Co.
  2. Fiscal Finance
  3. Econoplanner
  4. The Microfinplan Company
  5. Financier Planners
  6. The Adminplan Company
  7. Planner Provided Co.
  8. The Financialist
  9. Co-eff Financial
  10. 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:

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.

Ecoplanner

FinPlan Co.

Fiscal Finance

Econoplanner

The Microfinplan Company

Financier Planners

The Adminplan Company

Planner Provided Co.

The Financialist

Co-eff Financial

The Countrywide Planner

#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?

My Shortlist:

Integritas Financial Planner Co.

Fiscal Finance

Financier Planners

The Financialist

 

Removed Ideas:

Clear Financial Planning

The Guardian Planner Company

Financial Planner Assistance Co.

Position Planners

The Capital Planning Company

Financial Strengths Co.

Fresh Personal Finance

Moral Planner Co.

Ecoplanner

FinPlan Co.

Econoplanner

The Microfinplan Company

The Adminplan Company

Planner Provided Co.

Co-eff Financial

The Countrywide Planner

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:

Integritas Financial Planner Co.

This name conveys a premium and reliable financial planning services performed by experts in the field.

Fiscal Finance

This name conveys a reliable, professional and personal financial services.

Financier Planners

This name conveys financial planning services that are reliable and done by the experts in the field.

The Financialist

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.

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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 Logo

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 Logo

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 Logo

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.

Premium names to kickstart your business

Created by branding experts and professional designers.

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5 Tips for naming your financial planner business

The ideal business name should be simple, memorable and convey a meaning all at the same time. Here are my 5 tips to keep in mind when developing your business names.

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.

Business Name Ideas

Here’s the ultimate list of related words you could use in your business name. Below is a list of trending, descriptive and action words that are often related to.

Trending Words

Here are the top trending words used in financial planner company names.

limited

tax

accountancy

services

marketing

asis

independent

association

beaumont

chartered

clear

court

essex

ethos

facts

figures

guardian

hall

integritas

international

registered

lamont

lavender

medical

msc

Don’t forget to use our Financial Planner Business Name Generator

Other Business Name Guides

Related: Insurance Business Names

Related: Wealth Management Company Names

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’.

support

institutions

resources

statements

assistance

aid

markets

system

crisis

difficulties

position

problems

services

situation

condition

year

assets

sector

management

information

data

burden

success

institution

matters

help

affairs

transactions

security

incentives

statement

interests

policy

arrangements

performance

loss

stability

instruments

status

responsibility

intermediaries

reports

control

backing

structure

planning

analysis

needs

obligations

crises

reporting

independence

records

need

market

gain

reasons

means

constraints

risk

considerations

rewards

capital

losses

plan

contributions

measures

operations

administration

benefits

strength

policies

distress

costs

community

aspects

deadline

ruin

officer

requirements

analysts

panic

burdens

straits

implications

returns

flows

difficulty

accounting

liberalization

circumstances

investment

trouble

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.’.

helpful

non

economic

part

applied

political

social

recent

physical

gradual

actual

industrial

third

personal

international

fresh

based

emotional

necessary

economist

intellectual

legal

fiscal

sub-part

current

commercial

military

civil

how

moral

your

aver

corporate

economical

miscellaneous

promotional

subsidy

professional

net

two

cum

micro

macro

academic

global

federal

diplomatic

stu

psychological

27-1

countrywide

univer

pro

disloyal

administrative

dishonourable

legislative

pre

comparative

largest

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‘.

budgetarycorporate

cost-effective

economic

economical

financial organization

financialist

finical

fiscal

funded

fundraising

institutional

macroeconomic

monetary

non-bank

non-financial

pecuniary

physical

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‘.

achieve

achieving

advising

carrying

crowding

deepening

giving

improve

include

includes

landed

loses

needs

operating

opposed

provide

provided

providing

taking

trade

Combine Words

We’ve taken words from above and from our generator results and combined the words to create new financial planner company names.

financchieving (Financial + Achieving)

Microfinplan (Micro + Financial Planner)

Finetary (Finance + Budgetary)

adminplan

Financenet

Econoplanner

sonance (Social + Finance)

investplan (Delicious + Planning)

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).

Don’t forget to give our financial planner company name generator a try!

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