For more than 40 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 is a licensed fiduciary 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.
Drew Pelton offers Investment Advisory services through Kovack Advisors, Inc., a SEC Registered Investment advisory firm 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Drew Pelton Retirement Solutions is not affiliated with Kovack Advisors, Inc. Investment Adviser Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.
Client Relationship Summary Form: http://kovacksecurities.com/Form_CRS.pdf
Investment Adviser Background Check: https://adviserinfo.sec.gov/
Drew Pelton Advanced retirement solutions
4317 Bluebonnet Blvd., Suite B, Baton Rouge, LA 70809
Office: (225) 831-1394
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