SEO Keywords for Financial Advisors

How to Choose the Best Financial Advisor Keywords for Your Business

Before you start adding every financial term you can think of to your homepage, take a step back and ask yourself a critical question:

Who Is Your Ideal Client?

Do you primarily serve young professionals who are just starting to invest? Are you focused on retirees looking for income planning? Do you work with business owners, high net worth individuals, or families preparing for college expenses?

Each audience searches differently. Understanding who you want to attract—and what challenges they are facing—will help you align your keywords with their intent.

For example:

• A recent college graduate might search for “how to start investing in my twenties”

• A retiree may type “retirement income planning advisor in [City]”

• A business owner could look for “financial planning for small business owners”

When you understand what your ideal clients are searching for, you can use those phrases to guide your content and improve your visibility in local and national searches.

Start With Your Core Services

Identify the financial services that bring the most value to your clients. These foundational keywords can support your homepage, key service pages, and advertising campaigns.

Examples include:

• Financial advisor near me

• Retirement planning in [City Name]

• Investment management services

• Tax efficient wealth strategies

• College savings plans for parents

Once you know your core topics, tools like Google Keyword Planner, Ubersuggest, and Ahrefs can help you find related phrases that have strong search potential and limited competition.

Research What Your Competitors Are Ranking For

Look at the top financial firms in your market. What phrases are they using in their page titles, content, and blog posts? SEO tools can help you uncover what is driving traffic to their sites and reveal opportunities where you can stand out. Look for gaps in coverage—such as underserved niches, specific questions, or underdeveloped service pages—and use those openings to build your own authority.

Focus on Longer, Specific Keyword Phrases

The majority of Google searches are longer, more specific questions or statements. These long form keyword phrases may not get thousands of searches each month, but they are often used by people who are ready to take action and schedule a consultation.

Examples include:

• How much should I save for retirement each month

• Best financial planner for young families in [City]

• What is the difference between a fiduciary and a financial advisor

• How to choose a financial advisor for retirement income planning

These types of keyword phrases are perfect for blog posts, frequently asked questions, and educational landing pages. They match up directly with what your audience wants to know and can attract highly qualified traffic that is more likely to convert.

Ready to Improve Your Search Visibility Online? Get Your Free SEO Report!

Each report is hand-crafted by a team member at MarketKeep and comes with a customized video that walks you through your report visually. That way we can help you understand how your business is performing online, and what you can do better in order to connect with your customers in the moments that matter to them.

The Best SEO Keywords for Financial Advisors by Category

Organizing your keywords into specific categories makes it easier to plan service pages, blog content, and digital ad campaigns that target the right audience at the right time.

General Financial Advisor Keywords

These are high volume, broad search terms that people commonly use when looking for financial help. Use them on your homepage, core service pages, and in pay per click advertising to cast a wide net.

• financial advisor near me

• certified financial planner

• best financial advisor in [City]

• fee only financial advisor

• trusted wealth manager

• personal financial planning services

• local investment advisor

• retirement planning expert

Location Based Keywords (Insert Your City or Target Area)

These keywords help you show up in local search results when someone nearby is looking for guidance. Use them on city specific pages, your Google Business Profile, and throughout blog content.

• financial advisor in [City Name]

• retirement planner in [City Name]

• investment management firm in [Neighborhood]

• wealth management in [Suburb or Region]

• fiduciary advisor in [City Name]

• best financial planning services in [ZIP Code or Area]

Financial Planning Service Keywords

These keywords reflect your core offerings and can be used on dedicated service pages or focused ads that match client needs.

• retirement income planning

• college savings plans

• estate planning strategies

• tax planning for high income earners

• financial coaching for young professionals

• small business financial consulting

• long term investment advice

• financial wellness programs

Urgent or Life Event Based Keywords

These keywords are used when clients are facing major life changes or time sensitive decisions. Use them on landing pages, homepage banners, or paid campaigns.

• financial help after divorce

• planning for inheritance

• financial guidance after job loss

• what to do after receiving a windfall

• best financial advisor for sudden wealth

• help managing money after retirement

Business and High Net Worth Keywords

If you serve business owners or individuals with complex needs, these keywords help connect you with qualified leads in those markets.

• financial advisor for business owners

• wealth management for executives

• tax efficient investing for high net worth families

• succession planning for small businesses

• retirement plans for company owners

• advanced estate planning strategies

Long Form Search Phrases for Blog Content and FAQs

These keywords may not have the highest search volume, but they show strong intent and are ideal for blog posts, educational guides, or FAQ sections.

• how to choose a financial advisor in [City]

• when should I start saving for retirement

• what is the difference between a financial advisor and a planner

• how much should I save for college each month

• what does a fiduciary financial advisor do

• how to create a retirement income plan

Ready to Improve Your Search Visibility Online? Get Your Free SEO Report!

Each report is hand-crafted by a team member at MarketKeep and comes with a customized video that walks you through your report visually. That way we can help you understand how your business is performing online, and what you can do better in order to connect with your customers in the moments that matter to them.

Ready to Improve Your Search Visibility Online? Get Your Free SEO Report!

Each report is hand-crafted by a team member at MarketKeep and comes with a customized video that walks you through your report visually. That way we can help you understand how your business is performing online, and what you can do better in order to connect with your customers in the moments that matter to them.

On Page SEO for Financial Advisors

Make your website easy for Google to understand and impossible for your ideal clients to overlook.

On page SEO is the process of optimizing your website so that it ranks higher in search results and delivers a better experience to every visitor. When your financial services website loads quickly, uses clear language, and includes the right keywords, Google is more likely to recognize it as a trusted source—and so are your potential clients.

Where to Use Financial Keywords for Maximum Impact

To get the best results from your keywords, use them in the places that matter most to search engines and to your site visitors:

• Page Titles: Use clear, local phrases like Financial Advisor in [City] | [Your Firm Name]

• Meta Descriptions: Write short, engaging summaries that include target phrases, such as Need retirement planning in [City]? Speak with a certified financial advisor today.

• Headings (H1, H2): Use client focused, keyword rich headlines like Comprehensive Wealth Management in [City] or Fiduciary Financial Planning Services

• Body Content: Integrate keywords where they naturally fit into the content—be clear, consistent, and helpful

• URLs: Use clean, readable web addresses such as /retirement-planning-[city] or /investment-advice-[city]

Create Dedicated Pages for Each Financial Service

Instead of grouping all of your services into one page, create a separate page for each core offering. This allows you to rank for specific searches and provides a clearer path for visitors to find exactly what they need.

Examples include:

• Retirement Planning

• Estate Planning Strategies

• Investment Management Services

• Financial Planning for Small Business Owners

• College Savings and Education Planning

Each page should focus on one primary service, include relevant local keywords, and guide visitors toward taking action with calls to action such as Schedule a Consultation or Request a Financial Review.

Improve Site Speed and Mobile Performance

Most people search for financial advisors on their phones or tablets. If your site takes too long to load or is difficult to navigate, you risk losing a potential client. Make sure your website:

• Loads quickly on both desktop and mobile

• Is easy to read and navigate on smaller screens

• Has clear call to action buttons like Call Now or Start Your Financial Plan

Use tools like Google PageSpeed Insights or GTmetrix to analyze performance and fix technical issues that may be slowing your site down.

Add Schema Markup to Help Google Understand Your Business

Schema markup is a special type of code that helps search engines understand your content. Adding structured data makes it easier for Google to display your business details in search results.

Use Google’s Structured Data Markup Helper to add information such as:

• Your firm’s name and contact details

• Cities or regions you serve

• Your hours of operation

• The financial services you provide (such as retirement planning or tax strategy)

Optimize Images for Search and Accessibility

Images can help build trust and break up long blocks of text, especially when they show your team, office, or community involvement. But they also play an important role in SEO.

Make sure every image:

• Is compressed to reduce loading times

• Has a descriptive file name such as financial-planning-session-chicago.jpg

• Includes alt text with keywords, for example: Certified financial advisor helping a couple plan for retirement in Chicago

This improves your site’s accessibility and helps your content appear in Google Images, creating another way for people to discover your firm.

Off Page SEO for Financial Advisors

Build trust, increase visibility, and strengthen your reputation across the web.

Off page SEO refers to everything you do outside of your website to improve your rankings and authority in search engines. The more credible websites that mention or link to your business, the more confident Google becomes in showing your firm to people searching for financial services.

Ways to Strengthen Your Off Page SEO

Earn Backlinks from Reputable Sources

Backlinks are like professional endorsements from other websites. When a respected site links to yours, it signals to Google that your business is trustworthy and worth ranking.

• Submit your firm to trusted directories like the Better Business Bureau, CFP Board, FPA directory, and local Chamber of Commerce listings

• Reach out to finance blogs, retirement planning publications, or local news outlets and offer to contribute expert content or commentary

• Get listed on niche directories focused on financial professionals, such as wealth management networks or investment advisor platforms

Promote Your Content Through Social Media

Social media is a powerful channel for sharing your content, reaching new audiences, and encouraging backlinks.

• Share educational articles on topics like retirement planning, investment tips, or market trends

• Post updates on events, client success stories, or relevant financial news

• Use location based hashtags like #DallasFinancialPlanner or #InvestmentAdviceChicago to improve local visibility

• Engage with followers by answering questions, responding to comments, and reposting user feedback

Connect with Local Partners and Organizations

Building relationships within your community can lead to referrals and valuable mentions online.

• Sponsor local events, nonprofit initiatives, or community workshops and request a link on their website

• Join local business groups, real estate associations, or professional networking circles that publish member directories

• Partner with estate attorneys, accountants, or realtors and ask to be included on their referral pages or vendor lists

Ask for Mentions from Clients and Industry Partners

If you work with business owners, legal professionals, or other advisors, ask them to include your firm on their websites as a trusted partner. You can also encourage satisfied clients to mention your name in online forums or community pages if they are comfortable doing so. These types of endorsements help build both search engine credibility and real world trust.

Monitor and Maintain Your Backlink Profile

Keeping track of who is linking to your site helps you protect your SEO performance and reputation.

• Use tools like Ahrefs, Moz, or SEMrush to monitor backlinks and evaluate their quality

• Look for new opportunities to earn links and identify any links from low quality or spammy websites

• If you find links from irrelevant or suspicious sources, disavow them using Google Search Console to maintain your site’s authority

Pro Tip: Tie It All Together With Google Analytics 

Track your performance by monitoring:

• Which keywords are bringing traffic

• Which pages get the most visitors

• What search terms trigger your Google Business Profile

By tying in tools like Google Analytics, Google Search Console, and Google Business Profile Insights, you can refine your SEO strategy over time and continue climbing the ranks.