Tiffany Ballard
MSPFP, CFP®, AIF®
Bergland Wealth Management, Inc.
President & Principal
Tiffany Ballard
MSPFP, CFP®, AIF®
Bergland Wealth Management, Inc.
President & Principal
As a Fiduciary Financial Advisor, we have a legal requirement to act in your best interest. That means we are obligated by law to make recommendations that benefit you directly. - Tiffany Ballard, MSPFP, CFP®, AIF®
Fee-Only financial planner located in Ridgeland, MS, serving clients locally and virtually across the country
Tiffany Ballard is a Ridgeland, MS fee-only financial planner. Bergland Wealth Management, Inc. provides Bergland Wealth Management provides comprehensive wealth management and investment management as your Personal Chief Financial Officer (CFO) to help retirees, near-retirees, and mid-career professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tiffany Ballard is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tiffany B. Ballard, MSPFP, CFP®, AIF® is a NAPFA-Registered Financial Advisor and President of Bergland Wealth Management.
I literally grew up in the wealth management business.
I come from a line of business owners like my daddy and his dad before him. Even as a child I remember visiting the office of my father’s firm, thinking how cool it was that dad owned a business. I always wanted to follow in his footsteps. So in college I majored in Entrepreneurship and Computer Technology.
After college I joined the working world in another town. But two days after 9/11 we learned Mom had terminal cancer, so I moved back to Ridgeland so I could maximize the time I had left with my mother. Mom was a CPA and worked in the family business with Dad. She began needing help in the office, so I joined Bergland Wealth Management shortly upon returning to Mississippi. As her health declined, I dedicated more time to taking care of her.
While visiting mom one day after she had moved to hospice, one of our clients dropped by to check on her. She had become so close with my mom that my mom gave her the most precious name, “Mama B.” As Mama B talked with Mom, consoled her and tended to her, it struck me that the family business involved much more than just “customers” and “client relationships.” I realized the work that we do affects people’s lives; we affect them (and they affect us) in a manner unlike any work I’d done before. I had been with companies that did good work and served people, but this had deeper meaning. I saw first-hand how my mom and dad were having a tremendous impact on their clients' lives. That’s when I discovered my calling as I, too, wanted to have a tremendous impact on people’s lives like my mom and dad were having.
I officially joined the firm in 2002 and became a CFP® Professional and wealth manager in 2007. I became President in 2019 as Dad ‘passes the baton’ and transitions into more of an emeritus role. I am grateful and honored to be carrying out my parents’ legacy serving people, carrying on relationships and developing new ones in the process.
My husband, Scott and I love spoiling our dog, Cooper. Cooper’s favorite activities are paddle boarding, kayaking, and hiking. Fortunately, Scott and I love those activities as well. When not spoiling Cooper, Scott and I love to travel. One of my favorite destinations thus far was the Holy Land (Israel & Jordan), which we toured in 2013 with our church family. I will forever remember the raw emotions and feeling that overwhelmed me when standing near the Garden of Gethsemane on the Mount of Olives as my gaze traveled down the Kidron Valley and back up to the Golden Gate of the Old Temple. That was an experience like none other.
I’m so passionate about my calling in part due to one of the last lessons my mom taught me. She said, “Tiffany, take the time to make memories because that is all you have in the end.” My mom passed at the age of 54. She didn’t get to retire. I love helping people find the balance of taking time to make memories while preparing for their retirement ‘just beyond the horizon’ and seeing their plan to the end.
Tiffany Ballard is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Specialty Physicians
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Tiffany Ballard is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Tiffany Ballard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Tiffany Ballard is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
-
Tiffany Ballard holds a Master's in Personal Financial Planning (MSPFP)The Master of Science Degree Program in Personal Financial Planning from the College for Financial Planning offers financial planners an opportunity to expand their knowledge beyond typical credentials. The curriculum is based on a client-centered, problem-solving method using case studies to provide a hands-on approach to the material. Planners may either choose a traditional pathway or a client psychology and communication pathway. Regardless of the path, degree earners have successfully completed 30 semester credits.
-
Bergland Wealth Management, Inc. is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
-
Tiffany Ballard is Quoted on Advisors Magazine - "How to vet a financial advisor"
-
Tiffany Ballard is Quoted in Financial Planning Magazine: "Why retire? 10 reasons clients should keep working"
-
Tiffany Ballard is Quoted in MarketWatch: "Evacuating due to hurricanes or wildfires? Put these items in your ‘financial go-bag"
-
Bergland Wealth Management, Inc. is an Accredited Member of the Better Business Bureau
-
Bergland Wealth Management Named to List of Best Financial Advisor in Jackson by Expertise.com
Contact Tiffany Ballard
Office Locations:
-
213 Draperton Dr
Suite B
Ridgeland, MS 39157
