Winning Submission

Contest Winner: PearlCreative

  • Contest Type

    Naming/Company Name

  • Title of the Project

    Need a name for a financial planning business that serves doctors.

  • What is your Business/ Brand about?

    We help doctors make smart financial decisions.

  • Want a .com URL?

    Yes, But minor variations are allowed

  • Acceptable Domain Extensions


  • Type of Business

    1. Financial Advising
    2. Companies & Organizations - Finance Company
    3. Finance

  • Tell us about your customers


  • Additional Details

    I feel doctors are a targeted demographic for financial professionals. Generally speaking, doctors have little to no financial education, high incomes, and busy professions. These variables create an individual susceptible to being targeted. Typical financial advisers get paid a commission when they sell a product or are paid a percentage fee based on assets under management. I feel these models include conflicts of interest that are unnecessary. Therefore, I charge an annual retainer fee based on income and net worth. I help doctors think through paying off student debt, buying the right kind of insurance, implementing appropriate tax strategies, implementing appropriate investment strategies, having an appropriate contract, etc. The main problem I am solving is alleviating the fear and anxiety that comes with having a lot of financial decisions to make with no financial education.

  • Names We Like

    Pathwise, Lifewise

  • Names We Don't Like

    Don't want wealth or financial to be in the name.

  • Unique aspects about the business or brand

    1. Proactively monitor financial life.
    2. Reduce stress around finances.
    3. Help align money and values.

  • Maximum number of letters

    I prefer a short name, but I'm open to all good ideas

  • Maximum number of words

    No Limit

  • Preferred Style of Name

    1. Traditional/Classic
    2. Descriptive
    3. Fun

  • Preferred Type of Name

    1. Phrases (Stumbleupon, SimplyHired, Park’n’Ride)

  • Premium Domains Allowed


Financial Advising Name Ideas

Get custom Name ideas for a Financial Advising business by launching a Naming contest. See examples of Financial Advising Names or check out our premium, hand-picked Financial Advising Names For Sale. For assistance with launching a contest, you can also call us at (877) 355-3585 or schedule a Branding Consultation