Our Firm

In 2007, Lee Pierce founded Pierce Financial to serve clients in Hernando, Mississippi, and Memphis, Tennessee, as well as throughout the United States. The professionals at Pierce Financial have 20+ years of experience helping individuals obtain their investment goals and assisting employers and their employees achieve successful retirement outcomes.

Our firm operates on the core values of integrity, commitment, and kindness. These values serve as a guide to the way we function and serve our clients. We attend to them with care and consideration, seeking to understand what their life and family goals are in addition to their financial goals.

An Alliance of Independents

As an independent financial services firm, we are not affiliated with any insurance or investment companies, so we are truly objective in the advice we give and the products we recommend. We are aligned with one of the most respected independent broker-dealers in the industry, Cambridge Investment Research, Inc. Together, we offer you the objectivity of working with an independent financial advisor combined with the ability to access a wide range of diversified financial services and a wealth of investment resources.

Cambridge empowers financial advisors to run their business as they see fit. They are empowered with a vast index of compliance-friendly programs, products, and services. Cambridge’s service-oriented culture is driven by the same unwavering core values as ours – integrity, commitment, and kindness – as well as flexibility. Cambridge is proud to be the broker-dealer of choice for independent financial professionals who share these core values.

If you would like to learn more about how Pierce Financial can guide you towards meeting your goals, click here.