“It’s not just about your money. It’s about living your ideal life.”®
John E. Bergland, Jr.
Together, let’s set a course for you to realize your ideal life.
Discover Your Goals
We’ll help you define and better understand your needs and financial priorities.
Design Your Strategy
We’ll personalize a plan that adapts with changes in your circumstances and life goals.
Deliver Your Plan
We’ll set your personalized plan into motion and monitor it regularly.
We believe your financial peace of mind is best achieved by partnering with someone who is totally committed to putting your interests first. Someone operating under a strict, fee-only compensation model to ensure you receive objective, unbiased advice. Someone with the skills, acumen and experience to design and implement a long-range, holistic lifestyle plan, hand-crafted to support your worry-free retirement.
Happily, you’ve found that someone right here. . .Bergland Wealth Management. We are an independent, fee-only, registered investment adviser located in Ridgeland, MS. We serve clients face-to-face locally and can work with clients virtually across the country.
We Were Made For Each Other.
Like all great collaborations, it comes down to the right fit. You want to partner with your ideal financial advisor.
We want to partner with our ideal client. Our client profiles typically fall into two categories. We fill a niche by working with physicians and other professionals who’ve been so busy with their careers they haven’t found time to properly organize and plan their long-range finances. They are dissatisfied with financial practitioners they’ve encountered who are more about selling financial products and less about an overall strategy. Our fee-only model perfectly meshes with their longing for a lasting partnership.
We also serve those already in retirement who feel their overall financial picture could be more fully realized, and turn to us to serve as their personal CFO.
If either of these client profiles describe you, we stand ready to methodically guide you through a comprehensive plan and focus on the details necessary to craft your optimal, long-term strategy. Our recommendations always—without exception—put the client’s interests first. Period.
Sound good? Let’s talk.