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 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.

Contact Us 

Helpful Content

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.