Bergland Wealth Management, Inc.
Our mission is to make a tremendous impact in our clients' lives by helping them make informed decisions in order to maximize the probability of achieving all those things that are most important to them. Our values include integrity, honesty, loyalty, and confidentiality.
We provide Fee-Only, fiduciary, personalized financial planning as a part of your Total Wealth Management. Partnering with you as your personal CEO in a fiduciary capacity, we help you live your Ideal Life.
As a family firm led by a father-daughter team, John E. Bergland, Jr. and Tiffany B. Ballard, clients value the team approach. We have been serving clients as a life long trusted advisor for more than 30 years.