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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 since 1985

Bergland Wealth Management is an independent, fee-only, registered investment advisory firm.  Our services include investment management and financial planning.  We serve as a personal CFO for successful individuals and families to empower them to make smart decisions in order to maximize the probability of achieving all those things that are most important to them.  As a fiduciary, we put your best interest first and serve as a lifelong trusted advisor on which you can rely for personalized guidance and coaching.  While we are based in Ridgeland, Mississippi, our clients live throughout the United States.

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