A complete list of active advisors currently associated with Bergland Wealth Management, Inc.

Warmer can help you find a great advisor at Bergland Wealth Management, Inc. or one who fits your needs even better.

Bergland Wealth Management provides personalized financial planning and discretionary investment management to individuals, families, trusts, and estates, and also advises related entities such as small businesses and charitable organizations. Services described in the brochure include cash flow and budget management, tax and risk planning, retirement and estate planning, special needs and education funding, and implementation of investment strategies. The firm structures client relationships around written investment policy statements and tailored financial plans, delivering discretionary portfolio management that emphasizes strategic asset allocation with passively managed index funds as portfolio core. It operates on a fee-only basis under a fiduciary standard, uses independent custodians for client assets, and provides quarterly reviews and written reports to monitor objectives and trigger adjustments. Notable differences from many peers include the publication of complimentary eNewsletters and the explicit servicing of charitable organizations (including foundations and endowments), both of which are relatively uncommon among independent advisers. The firm also highlights advanced professional credentials (CFP, AIF, MSPFP) and the selective use of sub‑advisers for certain mandates, while offering written plan deliverables and periodic plan updates.

To learn more about the advisors currently working at Bergland Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.