Pelican Advisory Group is a comprehensive risk & financial management firm located in Baton Rouge, LA. Established in 1991, we are an experienced team of specialists dedicated to providing a strategic blend of cutting-edge insurance and risk management strategies, investment and wealth management, personal and business planning, and other proprietary processes. We serve high-net-worth families and businesses seeking comprehensive financial guidance and legacy protection. Our independent approach allows us to offer objective, non-biased advice, and we focus on building long-term relationships with our clients. Pelican’s mission is to be a comprehensive resource for insurance and financial planning needs for our partners and their clients.

We are a consulting agency by properly training our partners we bring their clients the most success in key areas such as estate planning, executive compensation, and taxed-leveraged strategies for affluent clients. Pelican Advisory Group offers producers an opportunity to have such competencies, expertise, and integrity at their fingertips.

As with any boutique shop, Pelican is not looking for just any producer. We want only the best and brightest to continue the outstanding reputation of our firm. If you are a client, seeking the best and brightest advice, our group has the producers to deliver just that.

Insurance Portfolio | Pelican Advisory Group

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Pelican Advisory Group Baton Rouge, United States (US)

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Pelican Advisory Group
Baton Rouge, United States (US)