Pelican Advisory Group is a boutique financial service firm based in Baton Rouge, LA, offering advanced training and education in estate planning, executive compensation, and taxed-leveraged strategies for affluent clients. With a focus on providing top-level support and expertise to producers and other BGA firms nationally, Pelican aims to help clients grow and protect their assets across generations and lifetimes.
Comprised of dedicated professionals at the peak of their careers, Pelican Advisory Group sets itself apart by providing unparalleled expertise, integrity, and planning opportunities in the insurance and financial planning industry. With over 35 years of experience, Pelican is committed to helping clients reach their financial goals through innovative strategies and personalized service.
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