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

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.