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 (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.

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Investment Philosophy

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

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Structured Approach

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

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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 employer 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.

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