Bergland Wealth Management, Inc.
Fee-Only financial planner located in Ridgeland, MS, serving clients locally and across the country
Tiffany is the youngest of John’s three children. She completed her bachelor’s degree at the University of Alabama in 2001 with a major in Small Business Management/Entrepreneurship and minor in Computer Technology. Following graduation, she moved and started her career track in Birmingham, AL. Unexpectedly, yet in the Lord’s Providence, He led Tiffany to return home to Mississippi in December 2001. Tiffany joined the family business in January 2002. She enjoyed her new position so much that she immediately began pursuing her Registered Paraplanner designation and received this in August 2002. The next year, 2003, she began pursuing her Certified Financial Planner™ designation. Tiffany was awarded the CFP® designation in May 2007 after completing all of the Certified Financial Planner Board of Standards’ requirements. Later that year, she earned her NAPFA-Register Financial Advisor and Accredited Investment Fiduciary® designations.
Tiffany's husband, Scott, is the manager for the Management Trainee Program at Pride International. They enjoy many sports and activities including kayaking, scuba diving, trail riding, and especially spoiling their dog, Snoop.
Tiffany Ballard is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Tiffany Ballard is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 Verification
CFP® 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.
Contact Tiffany Ballard
1000 Highland Colony Parkway
Building 5201, 2nd Floor, Ste 5203
Ridgeland, MS 39157