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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Who We Are

Who We Are

Pelican Advisory Group (Pelican) 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. Our customer-focused culture is not only flexible but uniquely designed to benefit individual needs and circumstances. 

Being independent gives Pelican the freedom to offer objective, non-biased advice. We employ a consultative approach to work with associates and selected clients. These factors enable Pelican to make individually conceived recommendations for clients geared to the client’s best interests.


 

We Inspire Our Clients

Individuals needing expertise in areas of insurance and financial planning often have trouble finding such expertise.  By attracting the brightest and best representatives in our industry, Pelican offers our clients unparalleled expertise, integrity and planning opportunities.

Who We Are

Pelican Advisory Group is an independent marketing group comprised of top level producers, who have banded together under one umbrella. We represent a new way of doing business – a comprehensive distribution channel for insurance and financial service professionals to best serve their clients.

How We’re Different

We believe that manufacturers do not and should not control distribution. We believe that our clients are just that – our clients, and not the manufacturer’s clients. Pelican is 100% committed to doing everything we can to help you reach your financial goals. 

How We Can Help

We have a very unique organization. We are a “boutique” financial service firm and can back up what we say. The only way you’ll ever know, though, is to tip your toe in the water. Give us a shot at your business and judge for yourself.

Trusted & Professional Partners for your Business