Who We Are
Your Dedicated Mid-South Wealth Team.
As a Navy veteran, Dale Kelly brings disciplined integrity to every client partnership at Prime Capital Financial Mid-South. With nearly two decades of experience, he provides dedicated wealth management and income planning for families, pre-retirees, and those navigating the complexities of sudden financial transitions across Memphis, East Memphis, Oxford, Germantown, Collierville, Piperton, and beyond. Dale specializes in creating retirement roadmaps, focusing on market protection strategies and generational wealth preservation. Whether you are working towards maximizing executive benefits at FedEx or Boeing, seeking tax-efficient investment advice, or looking for a trusted fiduciary to manage your portfolio, Dale offers independent guidance tailored to your specific goals.
What We Offer
Fee Based Portfolio Management.
Dale Kelly and the PCF Mid-South team provide financial guidance across the Mid-South region, Memphis, East Memphis, Oxford, Germantown, Collierville, Piperton & beyond. We combine “Southern-style” personal service with the nationwide resources of Prime Capital Financial to offer a fiduciary partnership you can trust with a clear, actionable plan built around your unique life goals.
How We Work
Understanding Our Process.
Navigating retirement readiness, investment risk, and tax efficiency can feel complex. Whether you are wondering if you are on track to retire, how to manage your FedEx or Boeing benefits, or the best way to structure your estate, we believe in complete transparency. Browse our Frequently Asked Questions to find the insights you need to make informed decisions about your financial future. Explore our common client questions to find the clarity and confidence you deserve in your wealth management journey.
Wealth Management Services.
Whether you are planning for retirement, managing multi-generational wealth, or seeking tax-efficient strategies, the team at PCF Mid-South is here to help. We specialize in serving the Memphis community, offering personalized financial planning that addresses the unique objectives of our clients. When you work with us, you get the best of both worlds: the personalized, Southern-style service of a local independent firm, backed by the nationwide support of Prime Capital Financial. Together, we build a clear, actionable roadmap designed to replace financial uncertainty with confidence.
investor reviews.
See why clients choose Dale Kelly at PCF Mid-South for comprehensive financial planning, wealth management, and estate planning services. Our dedicated team is committed to helping you achieve your long-term financial goals.
“Mr Kelly SAVED MY FINANCIAL LIFE! I was in the hands of an advisor who I think didn’t represent me properly. By chance, I ran into Mr Kelly. He immediately took care of me and has been doing so for years. I trust his decisions 100 percent. His expertise and approach to my finances give me peace and joy. Thank you!”
“This has been the best financial decision I’ve ever made in my life. While in the government program, I had the responsibility to research financial news and try to make educated guesses on how to invest my money. Although I was lucky and the TSP worked well in my working years, ensuring one has enough money to continue a lifestyle as you draw money down is a bit more formidable and challenging problem.”
“Dale’s financial advice and retirement planning guidance have allowed us to retire much earlier than our original target date. Dale is a true professional in the financial planning field, and we are proud to count him as a trusted advisor and friend! And a special shout-out to Dale’s assistant, Wendy Flowers. She is a super-sweet person and a valuable member of Dale’s Team! We credit Wendy for playing a major part in providing us with the confidence and reassurance that our retirement decision is sound and right for us!”
Disclaimer: The testimonials, statements, and opinions presented on our website are applicable to the individuals depicting them. These opinions are based on true experiences and each opinion is unique to each individual client. Results will vary and may not represent or duplicate another experience of another client. The testimonials were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement.
