Pelorus Financial

Our Compass for Financial Success

Pelorus Financial is a Registered Investment Advisor firm serving clients throughout the Tampa Bay area and beyond. We take inspiration from the trusty Pelorus compass, which helps mariners navigate towards their destination by providing precise bearings. Just as a compass guides a sailor across the open seas, we at Pelorus Financial guide our clients towards their financial goals by building tailored plans and empowering them to make informed financial decisions.

Our Guiding Principles

We believe in building personalized relationships with our clients. We take the time to understand your unique financial situation, goals, and aspirations. We then work collaboratively to:

• Develop a Customized Financial Plan: We utilize a holistic approach to create a customized financial plan that aligns with your specific needs and aspirations.
• Communicate Clearly and Honestly: We prioritize transparency and clear communication, using plain language instead of jargon.
• Prioritize Your Goals: We work alongside you to set achievable financial goals and hold ourselves accountable for helping you reach them.

Our Services

Our comprehensive services include:

1. Comprehensive Financial Planning

• Goal setting and prioritization
• Asset allocation and portfolio management
• Retirement planning and analysis
• Estate planning and insurance review
• Debt management and consolidation

2. Investment Management

• Customized portfolio creation based on individual goals and risk tolerance
• Regular portfolio reviews and rebalancing
• Access to a diversified range of investment options

3. Comprehensive Analysis and Reporting

• Regular account statements and progress reports
• Quarterly performance reviews to assess and refine your plan
• Access to online tools for seamless financial tracking and goal management

4. Ongoing Guidance and Support

• Access to ongoing consultations and market insights
• Proactive problem-solving and adjustments to your plan as your needs evolve
• Partnership and collaboration every step of the way.

Our Commitment

At Pelorus Financial, we are committed to providing you with personalized, professional guidance and support to navigate the complexities of your financial journey. We believe in building lasting relationships built on trust, transparency, and open communication.