Welcome to Pelican

Pelican is an SEC Registered Investment Advisor empowering families to achieve their financial goals by providing personal investment advice, action planning, investing courses, and gifting opportunities.

Download Pelican Invests today!

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Empowering Your Financial Future

Whether you're saving for a specific goal or just looking to build a more secure financial future, Pelican is here to help. As an SEC Registered Advisor, we offer personalized financial plans tailored to your unique needs. Our team of experts provides continuous support to ensure you stay on track and achieve your goals.

Get ready to navigate your investment journey with confidence. Gain access to financial experts to ensure you're on track to achieve your goals.

Boost your financial confidence with our extensive library of content. From articles and videos to webinars and workshops, we provide the resources you need to make informed decisions and enhance your savings journey.

Pelican makes it easy for family and friends to support your financial journey through gifting. You can set up beneficiary accounts, or support a loved one’s journey through personalized gifting links. Together, we can help you reach your financial milestones faster.

Download the Pelican Invests app to create your fund.