About me examples for financial advisors

I am [first name], a financial advisor in [your town]. I handle retirement planning, investment management and education savings. I start with a first meeting to look at where you actually are.

Use this as the default on a personal site or portfolio.

I am a financial advisor, and the part of the work I care most about is being paid the same whatever they recommend. I am fee-only and fiduciary, and my clients are mostly someone in their forties who has just done the arithmetic.

Use this when one specific standard is the reason people come to you.

I came to this work from [where you came from]. [Number] years later the thing that still holds my attention is being paid the same whatever they recommend. I am fee-only and fiduciary.

Use this if the route in is genuinely interesting. Skip it if it is not.

Right now I am mostly doing retirement planning, for someone in their forties who has just done the arithmetic. I am fee-only and fiduciary. If you want to talk about investment management, I start with a first meeting to look at where you actually are.

Use this on a site you update. It dates fast, which is the point.

I am [first name] — a financial advisor in [your town], fee-only and fiduciary. [One true, small detail: a sport, a rescue dog, the town you grew up in]. Mostly I do retirement planning and investment management.

Use this where people hire the person. One detail, not a life story.

If you are someone in their forties who has just done the arithmetic, you are in the right place. I am [first name], a financial advisor, and what I do about being sold a product that pays the advisor rather than serves them is the reason most people stay on this page.

Use this when the right visitor should recognise themselves immediately.

I am fee-only and fiduciary. Fee-only — paid by you and nobody else, with no commission on anything recommended. Beyond the paperwork: I work on retirement planning, investment management and education savings, and I am paid by you and nobody else.

Use this where the licence matters and you do not want to lead with it twice.

I do one thing: retirement planning. I could do the rest of the list, and for years I did. I am fee-only and fiduciary. If that is what you need, I start with a first meeting to look at where you actually are.

Use this if you have deliberately narrowed. It reads as confidence.

Financial advisor in [your town], fee-only and fiduciary. Retirement planning and investment management. Book an introduction.

Use this where the form gives you a box and no more.

I am [first name]. I have been a financial advisor for [number] years, working for someone in their forties who has just done the arithmetic. I am fee-only and fiduciary. If it would help to talk, I start with a first meeting to look at where you actually are — there is no obligation in it.

Use this in a field where selling yourself hard would be a mark against you.