Independent advisory Pelican Advisory Group operates as an independent risk and financial management firm, presenting an opportunity to position our objective, bias-free solutions tailored to Baton Rouge clients seeking unbiased consultation in insurance, risk management, and wealth planning.

Mid-market focus With 11-50 employees and revenue in the range of 1M to 10M, Pelican Advisory Group targets small to midsize businesses and high-net-worth individuals who need comprehensive, integrated risk and financial strategies not typically offered by larger firms.

Comprehensive offerings The firm combines insurance, risk management, investment and wealth management, personal and business planning, and proprietary processes, signaling opportunities to cross-sell modular solutions to existing clients and expand wallet share.

Regional footprint Based in Baton Rouge, LA, there is potential to expand within Louisiana and neighboring markets by leveraging local relationships, regulatory familiarity, and tailored regional risk management programs.

Tech-enabled services Utilizing Microsoft 365, Google Tag Manager, and other web technologies indicates a digitally capable operation; there is room to enhance client engagement, digital onboarding, and data-driven advisory offerings to attract new clients and increase efficiency.