Pelion Investment Advisors

Wealth management

Customized, Efficient, and objective

Pelion Investment Advisors is a registered investment advisory firm with clients across the United States.
Pelion provides customized, efficient and objective wealth management solutions to individuals, trusts, corporations and retirement plans.  Pelion is unaffiliated with any investment product management firm so we utilize best of breed hedge funds, mutual funds, ETFs and individual securities to build client portfolios.

affiliated Company

Pelion is affiliated with First Liberties Financial (FLF), a broadly diversified broker dealer which works with high-net-worth families and family offices to structure and establish private placement life insurance and annuity vehicles to mitigate tax exposure on investment portfolios.  FLF additionally has an investment banking team with extensive experience in identifying, structuring and executing corporate finance transactions on behalf of public and private middle market companies.  FLF also provides institutional equity and fixed income trade execution for corporations and employs third party marketers dedicated to raising assets on a global basis for institutional money managers.  For more information, please visit www.firstlibertiesfinancial.com

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