Meet Drew Pelton, CFA, ChFC

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 Advanced 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.