About Pelican

History

Welcome to our firm's site. Pelican was formed by a female CPA who desired to build a firm that stands behind individuals and their families. At Pelican, clients are not just a number on the bottom line, they are a part of our family. We take the approach that our growth is reflected by the growth of our clients. Offering a variety of services in the Ark-La-Tex, we mainly serve high net worth family groups. We understand the issues that affect high wealth individuals and tailor our services to meet each family’s specific needs and objectives. Whereas, other firms may focus on businesses first, our focus is on individuals first. Our commitment to seeing our individuals succeed is what ensures the growth of wealth in their businesses and families.

Core Values

Integrity, Commitment, and Accountability are at the center of everything we do. Integrity is the foundation of building relationships. We strive to demonstrate sound moral and ethical principles in all that we do among ourselves and with our clients. Commitment to our clients and their success is our highest priority. Clients do not get assigned to whomever is available. We pride ourselves on the personal connections we make with our clients and our dedication to provide one on one experiences. Accountability is very important to us. Our clients trust us to represent them soundly. We take ownership of our work and stand behind our services, promising utmost loyalty in protecting our clients and their wealth.

 


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