Spanning Lifetimes

Comprehensive Financial Management for High Net Worth Families and Businesses

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Pelican Advisory Group

A comprehensive financial management firm comprised of an experienced team of financial specialists dedicated to providing a strategic blend of investment and wealth management, innovative insurance services, personal and business planning, and other proprietary processes uniquely designed to individual needs and circumstances.

Pelican Branches of Expertise

Pelican Investment Advisors
Pelican Risk Management
Pelican Investment Advisors

A Solid Vision

TO HELP ACHIEVE YOUR
FINANCIAL DREAMS

Pelican Investment Advisors has a fiduciary duty to our clients. We take this responsibility as cornerstone to the way we practice and the advice we provide. We must act in our client's best financial interest and provide more than just investment advice. We’re focused on best in class service and support to our investment clients.

Pelican Investment Advisors

Financial
Planning

  • Account titling and beneficiary review
  • Business financial planning
  • Cash flow management
  • Communication with other professional providers
  • Charitable giving
  • Debt management
  • Divorce care
  • Education planning
  • Elder care planning
  • Estate planning
  • Family wealth planning
  • Healthcare planning
  • Investment allocation
  • Personal financial website
  • Pension valuation
  • Retirement planning
  • Risk management
  • Social security maximization
  • Tax planning
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Retirement
Plans

  • 401k
  • 403b/457
  • Cash balance
  • ESOP
  • Non-qualified plans
  • Profit-sharing
  • Safe harbor
  • Cost analysis
  • Education on trustee fiduciary role and prudent investor rules
  • Employee education
  • Development of investment strategies

Investment
Management

  • Analysis of current investments
  • Cost analysis and Cost reduction strategies
  • Goals and objectives planning
  • Economic and market reviews
  • Access to investments

• Stocks & bonds
• Mutual funds
• Individual bonds
• CDs

  • Investment policy statements
  • Portfolio investment strategy

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Joshua Home

New York Times

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Nulla vitae elit libero, a pharetra augue.

New York Times

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Looking for smart investment advice?

Let Pelican help you achieve your financial dreams. Connect with one of our expert financial advisors.

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Pelican Risk Management

Protecting Your Legacy

Modern strategies for Insurance in the 21st century

Pelican Risk Management
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Insurance

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Want to protect your legacy?

Let Pelican design a customized insurance plan to reach your goals. Connect with one of our risk management experts.

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