Financial Advisors in Mississippi

John Bergland, AIF, CFP, M.Div.
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. ... See More

Ernest George, CFP, CLU
We are dedicated to the management and protection of your wealth. Our main goal is to maintain the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Our business is helping professionals, small business owners and families design and implement sound plans for the accumulation and preservation of their assets in a tax-efficient manner. Lastly, we help implement a Legacy Plan for distribution to family, church, and other charitable interests.... See More

our firm does income and financial planning for individuals and families in columbus ms. area.