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Our blog is meant to keep our clients in the loop on the latest developments and happenings in the financial world. We also hope to provide education on some of the strategies we employ in our customized, goal-oriented financial planning. Be sure to bookmark this page to stay up to date!

Building Your Bridge

Located right on the bank of the Mississippi River is PCIA Mid-South’s hometown of Memphis, but we’re proud to serve clients throughout the entire Mid-South and Tennessee Valley areas. This region we call home is connected by bridges, giving us the opportunity to move across borders, discover new territory and build relationships with those not in our direct line of sight. That’s how we like to picture our planning process. PCIA Mid-South is here to Build Your Bridge with a system that begins with a discovery meeting. We can then use our connections, our network and our independence to design strategies that suit your unique needs and replace questions with confidence about your retirement income, your assets and your ability to leave a legacy to your family. Finally, we maintain your plan with a continuous reassessment of your goals, giving you the opportunity to adapt as you cross life’s bridges.

How We Help

Our Services

About Dale Kelly

PCIA Mid-South


PCIA Mid-South

We prioritize your needs and your idea of a comfortable and desirable lifestyle, and we’re ready to help you design a plan to address and achieve them. If you’re ready to start working with our team, please fill out our form below with as much information as possible. We look forward to speaking with you!


6000 Poplar Ave., Ste 250
Memphis, TN 38119
Call: (901) 244-5099