Pelican Advisory Group Employee Directory
Financial ServicesLouisiana, United States11-50 Employees
Pelican Advisory Group is a financial services firm focused on risk and financial management, based in Baton Rouge, Louisiana, and founded in 1991. It provides a strategic mix of insurance and risk management, investment and wealth management, personal and business planning, and proprietary processes designed to address client needs. The firm’s independence supports objective, unbiased guidance, delivered through a consultative approach with both associates and selected clients. The firm serves individuals and businesses seeking customized risk and wealth strategies that account for unique circumstances. In the broad financial services landscape, it emphasizes independent, practitioner-driven guidance over standardized offerings, aiming to align recommendations with clients' best interests. The Baton Rouge base situates the firm within the regional market for risk management and financial planning services.