Pelican Advisory Group is a comprehensive financial management firm serving high-net-worth families and businesses. Its experienced team combines investment and wealth management, insurance services, and personal and business planning, tailoring its approach to each client’s needs and circumstances. The firm operates through two areas of expertise: Pelican Investment Advisors and Pelican Risk Management.

Pelican Investment Advisors provides fiduciary investment guidance and financial planning, with services covering cash flow, debt, tax, estate, retirement, education, healthcare, charitable giving, and family wealth planning. It also supports employer retirement plans, including 401(k), 403(b)/457, cash balance, ESOP, non-qualified, profit-sharing, and safe harbor plans. Investment management services include portfolio reviews, cost analysis, goal setting, investment strategies, market reviews, and access to stocks, bonds, mutual funds, and certificates of deposit.

Pelican Risk Management helps clients protect their legacy through customized insurance and business planning. Its offerings include life, disability, long-term and short-term care, Medicare supplement, and umbrella liability coverage, as well as business exit and succession planning. Pelican Advisory Group is based in Baton Rouge, Louisiana.