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About

Our Core Values

Integrity, Commitment, and Kindness

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 24 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.

Truly Objective Advice

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, please contact us.

Get in touch

Send Lee a Message





    Where to find us

    Contact Details

    2555 Caffey Street, Suite A
    Hernando, Mississippi 38632

    6465 North Quail Hollow, Suite 200
    Memphis, Tennessee 38120

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    Phone: (901) 271-3720
    Fax: (901) 271-3730

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

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Pierce Financial and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.

    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 AL, 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.

    Cambridge’s Form CRS (Customer Relationship Summary)

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