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.  We prefer sensible over complicated, plain talk over jargon and simplicity over unnecessary complexity.