For more than 30 years, Drew Pelton has dedicated his career to helping people plan for retirement, protect their assets, and create lasting financial security. With a strong background in retirement, investment, tax, and estate planning, Drew has guided thousands of clients through an ever-changing economic landscape.
As the founder of Drew Pelton Retirement Solutions, Drew specializes in strategies that help clients generate steady retirement income, preserve their wealth, and reduce risk and taxes. He operates under a fiduciary standard and holds both the Certified Fund Specialist (CFS) and Chartered Financial Consultant (ChFC) designations, along with a Bachelor of Science degree.
What sets Drew apart is his collaborative approach—he frequently works alongside CPAs, attorneys, and other financial professionals to ensure his clients receive the most comprehensive guidance possible. This teamwork, combined with his deep knowledge and decades of experience, allows him to provide clear, easy-to-understand solutions tailored to each client’s unique situation.
While Drew primarily serves clients in the Baton Rouge area and across Louisiana, his firm works with individuals and families nationwide. Outside of the office, Drew enjoys traveling and has a passion for American history, especially studying the lives of leaders who have shaped the United States and the world.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Drew Pelton Retirement Solutions and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Proverbi Capital Advisors, LLC, an Investment Advisor in the States of Louisiana and Florida. Being registered as an investment adviser does not imply a certain level of skill or training.
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Drew Pelton retirement solutions
4317 Bluebonnet Blvd., Suite B, Baton Rouge, LA 70809
Office: (225) 831-1394
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