Pelican Advisory Group serves as a hub for advanced training and education for our partners to increase and sharpen their skills in key areas such as estate planning, executive compensation, and taxed-leveraged strategies for affluent clients.

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Wealth Management

Pelican Advisory Group strategically partners with Pelican Investment Advisors, a Registered Investment Advisor to provide unmatched service and support to our investment advisor representatives (IARs) and their clients.  This partnership allows our clients to have a comprehensive risk & financial management firm that can assist in all aspects of their planning.

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PIAWEALTH.COM