Should my financial advisor business name include 'wealth', 'capital', or 'financial'?
'Wealth' reads HNW client-focused. 'Capital' reads investment management. 'Financial' is broadest and clearest for SEO. Pick by your client tier.
Can I use my own name for a financial advisor business?
Yes — common and trust-building. SEC registration often uses personal names. Best for solo RIAs. Less effective if you'll scale to a wealth management firm.
What financial advisor names attract HNW clients vs mass affluent?
HNW: heritage/sterling/sovereign words. Mass affluent: friendly/approachable (Bright, Helpful, Sunshine). The two markets buy on different anxieties.
Are nature-themed financial advisor names overdone?
Common but still effective — Anchor, Lighthouse, Compass all signal stability. Just avoid the most generic ones (Eagle, Summit, Mountain).