About us examples for financial advisors

[Business name] is a financial advisor in [your area]. We handle retirement planning, investment management and education savings. We are fee-only fiduciaries, and we are paid by you and nobody else. If you want a financial advisor who is paid the same whatever they recommend, that is the whole pitch.

Use this if you want one paragraph that does the job and nothing more.

[Business name] started because [founder name] kept meeting people who had been let down. What they described, over and over, was being sold a product that pays the advisor rather than serves them. So we built the opposite. We are fee-only fiduciaries. Fee-only — paid by you and nobody else, with no commission on anything recommended. We start with a first meeting to look at where you actually are. [Number] years on, most of our work still comes from people passing our name to someone else.

Use this if you started out because you were fed up with how the work was being done.

Most people looking for a financial advisor are worried about the same thing: being sold a product that pays the advisor rather than serves them. So here is how this works. We start with a first meeting to look at where you actually are. We take no commissions and sell no proprietary products. You keep the plan whether or not you stay. We are fee-only fiduciaries. None of that should have to be taken on faith — ask, and we will show you.

Use this when people arrive already wary, usually because of a bad experience elsewhere.

[Business name] is fee-only and fiduciary. Fee-only — paid by you and nobody else, with no commission on anything recommended. We handle retirement planning, investment management and education savings, mostly for someone in their forties who has just done the arithmetic. We are fee-only, in writing. Qualifications are the floor rather than the pitch — but you should know they are there before anything else on this page matters.

Use this where the licence or registration is the thing people check before anything else.

We are financial advisors based in [your town], and [your town] is where we work. That matters more than it sounds. It means we know the streets, the buildings and the people you are talking about, it means you deal with the same person each time, and it means we are still here later. We handle retirement planning, investment management and education savings. We are fee-only fiduciaries, and our reputation here is the only marketing we have ever needed.

Use this if you serve one area properly and that is your advantage over the national outfits.

Here is what working with us looks like. You get in touch, and we start with a first meeting to look at where you actually are. We agree what is happening and what it costs, in writing, before anything begins. Then we do the work. We are fee-only fiduciaries. You keep the plan whether or not you stay.

Use this if people hesitate because they do not know what happens after they get in touch.

Plenty of people will do retirement planning and investment management. What we are known for is being paid the same whatever they recommend. It sounds like a small thing. It is the difference between an engagement that does what you hoped and one that does not. We are fee-only fiduciaries. We are fee-only, in writing.

Use this when you can name one specific standard you hold that your competitors do not.

A financial advisor in [your town], fee-only and fiduciary. We handle retirement planning, investment management and education savings. We are fee-only, in writing. Book an introduction, or call first and ask anything you like.

Under sixty words — Use this when the About section is a sidebar, a footer, or a directory profile.

We are [number] people, not a call centre. When you get in touch you reach [founder name], and it is the same faces each time — which is why by the second engagement we already know what we are dealing with. We are fee-only fiduciaries, we handle retirement planning, investment management and education savings, and we have stayed deliberately small so the standard does not slip.

Use this if being small and consistent is the point, rather than something to apologise for.

Our promise is simple: we are fee-only, in writing, and if we get something wrong we put it right at our cost. We are fee-only fiduciaries. Fee-only — paid by you and nobody else, with no commission on anything recommended. We handle retirement planning, investment management and education savings for someone in their forties who has just done the arithmetic. We start with a first meeting to look at where you actually are.

Use this if you are willing to put something in writing, and you actually honour it.