Pierce Financial |

Our Firm

The professionals at Pierce Financial have 14 years of experience helping individuals obtain their investment goals and assisting employers and their employees achieve successful retirement outcomes.

We provide a wide range of financial services for individuals, families, and business owners to meet their needs for retirement planning, manage distributions for those already retired, plan for life changes, and administer investments.

Business Owners

As a business owner, you value your employees and recognize the importance of a retirement plan as part of their financial goals. We will assist you in making better decisions for retirement plan design, administration, education, and investment.

Keep It SImple

That’s how Lee Pierce, CEO of Pierce Financial based in Memphis, Tennessee, approaches his work helping clients determine what strategies may be the most efficient in achieving their financial goals.

Client Resources

To access your accounts, read the latest Pierce Financial newsletters and updates for plan sponsors and fiduciaries of defined contribution plans, and see the latest market movements and stock quotes.Click here

Lee Pierce, CPA, CMA, AIF®

Learn more about Lee Pierce, founder of Pierce Financial. Lee believes in handling each person’s situation as if it were his own and specializes in asset management and retirement plan consulting and advising. Learn more

Contact Us

Contact Pierce Financial for help organizing your finances, hear a second opinion on your retirement plan, and gain insight on your investment portfolio. Contact us

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2555 Caffey Street, Suite A

Hernando, Mississippi 38632

6465 North Quail Hollow, Suite 200

Memphis, Tennessee 38120

Phone: (901) 271-3720

Fax: (901) 271-3730

Email: lee@piercefinancial.org

Registered Representative - Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Representative – Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Pierce Financial are not affiliated.

The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015). The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.

This communication is strictly intended for individuals residing in the states of AR, CA, FL, IL, KY, LA, MS, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.