Tiffany Ballard
CFP®, AIF®
Bergland Wealth Management, Inc.
President
Tiffany Ballard
CFP®, AIF®
Bergland Wealth Management, Inc.
President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tiffany Ballard, CFP®, AIF®
Fee-Only financial planner located in Ridgeland, MS, serving clients locally and across the country
Tiffany Ballard literally grew up as part of the Bergland Wealth family. After her father founded the firm in 1985, she remembers visiting the office as a 7-year-old, thinking how “cool” it was that her father owned a business. She wanted to follow in his footsteps.
Her interests and experience eventually brought her full circle, back to Bergland Wealth Management. After college and some experience gained in Corporate America, she joined the firm as office manager in 2002, became a CFP® professional and wealth manager in 2007, and took the helm as president in 2019.
Tiffany still thinks Bergland Wealth Management is pretty cool. Most of all, she loves having the daily opportunity to help others make informed financial decisions and live their ideal lives – often serving families who have been firm clients across multiple generations.
In 2001, Tiffany earned a bachelor’s degree in management with a minor in computer technology from the University of Alabama. In 2007, she became a CERTIFIED FINANCIAL PLANNERTM professional, an Accredited Investment Fiduciary® and a NAPFA-Registered Financial Advisor. Tiffany and her husband, Scott, enjoy traveling and spoiling their dog, Cooper. One of their most memorable trips (so far) was their time spent touring Israel and Jordan.
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
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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.
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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.
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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.
Contact Tiffany Ballard
Office Locations:
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213 Draperton Dr
Suite B
Ridgeland, MS 39157