Pelican Family Office - Covington (LA)

5 /5 Sherri Barton: Pelican has done an excellent job for us. What we value most are the trusting, professional relationships established with the team, as well as their accessibility, prompt responsiveness, personal service, and knowledge and expertise. The larger LPL group with whom Pelican works is also excellent.

5 /5 Anton Anderson: Pelican Family Office is driven by a deep sense of integrity and mission. They care about their clients and community, and have created a truly exceptional value proposition! First class all around.

5 /5 julie brannon: Having been part of the Pelican Family Office for several years now, I can honestly say that my experience has been nothing short of fantastic. The level of service provided by Jack and Matt has truly exceeded my expectations, and I couldnt be happier!

5 /5 Bo Jakins: Love working with Jack, Matt, and the team. Pelican Family Office understands the importance of building genuine connections and consistently goes above and beyond to deliver. Jacks expertise and attention to detail ensure that clients receive the utmost care and attention. I highly recommend Pelican Family Office for their outstanding professionalism in the industry.

5 /5 Kara Gaconi: Pelican Family Office is incredibly easy to work with and highly communicative. They take the time to thoroughly understand what matters most to their clients, ensuring their goals—whether business, financial, retirement, or otherwise—are met. Their expertise in uncovering new strategies to save clients on taxes is exceptional, but they go above and beyond, extending their services into areas like estate planning, finance, and more. Their dedication to client success and comprehensive approach makes them a trusted partner.