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

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.