Financial Planner Business Name Generator + Instant Availability Check

Last updated April 6, 2023

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.
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

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.

#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

#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.

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.

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.
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

Other Business Name Guides

Related: Insurance Business 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 Business Name Generator

1. Choose Your Financial Planner Business Name Keywords

2. Get Financial Planner Business Name Ideas

3. Select Financial Planner Business Names