Pelican Wealth Management

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1900 Lamy Ln Ste H
Monroe, LA 71201
+1 (318) 600-3010
https://www.pelicanwealth.org

Pelican Wealth Management is an independent, employee-owned registered investment advisory firm based in Monroe, Louisiana, founded in 2017 by seasoned financial professionals. The firm is dedicated to providing fee-only financial planning and investment management services, prioritizing client goals while delivering objective advice without selling products or earning commissions.

Committed to creating customized financial solutions, Pelican Wealth Management leverages modern technology to enhance client interactions and streamline the planning process. By focusing on each client's unique needs and develop tailored strategies, they empower individuals to take control of their financial well-being and work towards achieving financial independence.

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United States›Louisiana›Monroe›Pelican Wealth Management

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