Empowering Families, Strengthening Futures

We Pelicans flourish in tight-knit communities, supporting each other like family. In the same spirit, Pelican Invests was founded to provide families with essential tools for financial well-being. We believe in the power of community to uplift and strengthen one another, building stronger foundations from within.

Our Why

Too often, families are left guessing—How do I make the most of what I have? What timing is right? Without guidance, the path is unclear. We’re here to change that. At Pelican Invests, we simplify the complex and walk alongside families every step of the way— to ensure no family has to navigate the journey alone.

What We Do

Learning Library

Explore our expert-backed content, tools, and guided courses help you take the guesswork out of saving for the future.

Whether you're just starting out or leveling up your plan, we’re here to make learning simple, practical, and powerful.

Family Lessons

Meet Penny the Pelican! Told through playful rhymes and vibrant illustrations, this charming picture book follows Penny the Pelican as she prepares for a new sibling—introducing young readers to the importance of saving and planning ahead.

Plan & Save

Ready to plan & save? Set your goal, open the right education savings account, track your progress, and make the most of every contribution—all in one easy-to-use app.

Need extra support? Get 1:1 guidance from a trusted financial advisor or coach.

As Seen In

Our Supporters

Discover More

📘 Learn at your pace with expert-led courses, content, and financial tools to help you take action.

🏦 Set a goal, enroll in the right education savings account, track your progress, and maximize your contributions—all in one app.

🤑 Explore unexpected ways to use your 529 plan—like covering technology expenses, special needs programs, and even student loan repayment.