Resembling a mariner's compass, a PELORUS is used to determine the bearings of a distant object. Similarly, Pelorus Financial exists to help our clients determine their relative financial position. We then work with our clients to design, implement and monitor a fully customized plan to help them pursue their financial destinations.
Pelorus Financial, LLC is a Registered Investment Advisor firm, which means we act as a fiduciary in our client relationships. We are held to a legal standard to act in the best interest of our clients; and we are very proud to be held to this standard. We love building personal relationships through the planning process.
Pelorus Financial, LLC is a Registered Investment Advisor firm, which means we act as a fiduciary in our client relationships. We are held to a legal standard to act in the best interest of our clients; and we are very proud to be held to this standard. We love building personal relationships through the planning process.
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