A complete list of active advisors currently associated with Pelican Financial Planning and Wealth, PLLC
Warmer can help you find a great advisor at Pelican Financial Planning and Wealth, PLLC or one who fits your needs even better.
Pelican Financial Planning and Wealth, PLLC provides wealth management and financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations, and select pension or profit-sharing plan clients. Services include ongoing discretionary portfolio management, written financial plans, consultative or single-subject planning, and retirement-account guidance including rollovers and management on third-party web-based platforms. The firm offers tailored investment advice across equities, corporate debt, mutual funds, and ETFs and implements strategies ranging from long-term buy-and-hold to shorter-term trading and rebalancing under discretionary authority. Portfolio decisions are made based on each client’s objectives, risk tolerance, liquidity needs and tax considerations, and the firm may aggregate household accounts for fee breakpoints or manage held-away retirement assets through custodian platforms. Pelican is affiliated through common ownership with an accounting and tax preparation practice and a financial-education business, and the firm discloses these relationships and the related conflicts of interest while noting clients are not required to use the affiliates. The firm is a recently established, solo-practitioner advisory with approximately $25.5 million in discretionary assets across about 22 clients and a principal who holds multiple financial and tax-related professional credentials, which underpins an integrated tax and planning focus that may distinguish it from many peers.
To learn more about the advisors currently working at Pelican Financial Planning and Wealth, PLLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Jupiter, FL
| 10
|
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