Going Independent? What Do You Call Your Firm?

Financal Advisor BrandingWhen you go out on your own, what do you call your firm? Many advisors stick with their own name and add the words “financial planning” or “wealth management.” This can be a missed branding opportunity!


What sounds better to you?

John Smith Financial Planning


Integrity Private Wealth Counsel


Just think of the branding possibilities if you were to create a practice name that implies benefits greater than just your name…

Here’s a great article to help you brainstorm your company name:

Naming Your Financial Planning or Wealth Management Firm

This brainstorming tool will help you create a list of names using three to four word combinations that include motivational words, money and abundance words, and nature words. You will combine your favorite words with a list of words to describe a financial firm.


About Suzanne Muusers