Broker Check

 (601) 956-5181

Our Firm. Your Goals. Our Approach. Our Responsibility.
 

Our Services

We are a comprehensive wealth management firm offering both Wealth Management and Investment Management.

Learn More 
 

Investment Philosophy

We offer world class global diversification consistent with Modern Portfolio Theory.

Learn More 
 

Structured Approach

Through our internal fiduciary process, we serve as your personal CFO in taking care of your financial needs.

Learn More 

A Fee-Only Financial Planning Firm

Bergland Wealth Management provides Fee-Only, fiduciary, personalized financial planning as an integral part of your Total Wealth Management. Partnering with you as your personal Chief Financial Officer in a fiduciary capacity, we employ you, and a finite group of Ideal Clients, to live your Ideal Life. As your partner and advocate, we serve as your guide and educator having only your personal, unique, best interests at heart. Our mission is to make a tremendous impact in our clients’ lives by helping them make informed decisions in order to maximize the probability of achieving all those things that are most important to them.

As a family firm led by a father-daughter team, John E. Bergland, Jr and Tiffany B. Ballard, treat all of our clients like family. We put your best interests first and serve as a lifelong trusted advisor on which you can rely for personalized guidance and coaching. We have been serving clients for more than 30 years. While we are based in Ridgeland, Mississippi, our clients live throughout the United States.

Contact Us 

Helpful Content

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.