Financial Planner Business Name Generator

Generate names for your financial planner business below.

1. Choose Your Financial Planner Business Name Keywords

Find keywords connected to your business and type them into our business name generator.

2. Get Financial Planner Business Name Ideas

The generator tool gives you a long list of financial name ideas. Apply some filters to shorten the list.

3. Select Financial Planner Business Names

Pick a few names and verify their domain availability before deciding on the one you'd like to use.

How to name your financial planner business

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
  11. FinPlan Co.
  12. Fiscal Finance
  13. Econoplanner
  14. The Microfinplan Company
  15. Financier Planners
  16. The Adminplan Company
  17. Planner Provided Co.
  18. The Financialist
  19. Co-eff Financial
  20. 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

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

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

Related: Wealth Management Company Names

Related: How to Start an Investment Blog

Related: How To Start An Insurance Company

Related: How to Start a Personal Finance Blog

Related: How To Start a Bookkeeping Business

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


Matija Kolaric

Matija Kolaric

Amazing content is the core of what we do. With more than 5 years of experience in branding, name development, and business, Matija helps create and manage content production.

Show all posts from


What are the steps we take to support businesses?

  • Who?
    We have a team of experienced writers:
    Our team of specialist writers are here to share their knowledge and help businesses of all sizes get off the ground.
  • Why?
    We offer valuable content:
    We offer more than a business name generator tool. Our team of experts have the passion and expertise to write support guides, news, blogs, and videos to help you tackle setting up your new business.
  • How?
    With accurate information:
    Our editorial team fact-check every piece of information and use industry leading insights to include relevant, up-to-date stats and recommendations. Our in-house editorial team never cuts corners when writing copy and doesn't rely on AI tools to do the hard work.
Find out more about our editorial guidelines.
We use cookies to offer you our service. By using this site, you agree to our: See cookie policy