Financial advisor · Gulfport, MS · reviewed since 2023
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%98+30.2Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#12 of 34 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 67%
5.0★★★★★37 Google reviews · 24 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★, last 20 reviewsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google reviewers rate Agape Wealth five stars based on thirty-seven reviews, with the owner responding to ninety-seven percent of them. Clients primarily describe services involving retirement planning, investment management, and personalized financial strategies. Recurring themes highlight the firm's clear communication, patience in explaining complex concepts, and a client-centered approach that avoids pressure. No common criticisms appear in the provided excerpts, as all reviews are positive.
Google rating: 5.0 out of 5 from 37 reviews (100% five-star).
Reviews on this page: 37 Google reviews (35 with written comments, 1 with photos).
Owner responses: the business replied to 97% of reviews.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: reliability.
Agape WealthFinancial Advisors median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Agape Wealth: 99/100 on this factor. Category median: 97.A
99
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Agape Wealth: 98/100 on this factor. Category median: 98.A
98
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
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ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 100.–
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MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Agape Wealth: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 74.–
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Bar = this company · dark tick = category median.
Star ratings
37 Google reviews we collected
5.0of 5
5 stars37100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 35 written reviews
100%praise
Praise52100%
Complaints00%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude1631%
Would recommend1223%
Honesty & trust917%
Quality & results612%
Communication510%
Speed & response36%
Price & value12%
What customers talk about
We read 35 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“It has given me so much peace of mind and Heidi and her staff are so kind and knowledgeable.”
“I am glad to be a client and highly recommend you get with them at any age to make sure you’re doing the right things to get ready to retire.”
“…out listening to my concerns and she has laid out a plan for me that honestly the previous company I worked with never did I’m happy I made the switc…”
“Y'all did a awesome job of finding out what I wanted to do and broke it down where even I could understand it.”
“Miss Heidi and her team have been very easy to work with, easy to communicate with and I'm very pleased with the options I was given and results so far.”
“Once we learned of an opening announcement of Agape Wealth we immediately called to set up an appointment for a review.”
“She always demonstrates a great deal of knowledge and true commitment to us.”
People customers mention
Heidi17 reviews
Ardis5 reviews
Sabrina3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Recent reviews
JJulie3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
After months of searching for a new financial planner and reading reviews of local wealth management companies, I found Agape Wealth. Heidi and her staff have been absolutely wonderful! From the moment of our first meeting, I knew I made the right decision in choosing Agape Wealth. I’ve always felt like my business…
RRalph2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
Thank you Heidi and staff for taking such good care of me and my retirement. When I chose Agape Wealth Management I was also looking at three other companies. I knew I needed a company I felt good about and felt I could trust. It came down to Agape and one other company and I went with Agape. Talking with Heidi and…
NNela3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 7 months ago★★★★★
Ms. Heidi, Thank you so much for helping me make my financial decisions for my retirement and my growing family. Y'all did a awesome job of finding out what I wanted to do and broke it down where even I could understand it. A wonderful fit for me. Thank you, so much Ms. Heidi, Katie,Sabrina and Mr. Clinton.
DDebbie3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 8 months ago★★★★★
My husband and I have had a wonderful experience with this financial advisor! We both highly recommend
PPatty5 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 9 months ago★★★★★
I am so happy I made the switch to Agape Wealth. It has given me so much peace of mind and Heidi and her staff are so kind and knowledgeable. Thank you for you guidance!!
KKennyLocal Guide · 12 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 9 months ago★★★★★
After 35 years of doing it myself, and upon my retirement, I decided to hire a money manager for the first time. My first experience with LPL was anything but satisfying. I was going to go back to doing it myself but I decided to give one more place a try so I contacted Agape Wealth.
The staff at Agape has been…
After months of searching for a new financial planner and reading reviews of local wealth management companies, I found Agape Wealth. Heidi and her staff have been absolutely wonderful! From the moment of our first meeting, I knew I made the right decision in choosing Agape Wealth. I’ve always felt like my business was important to them. Heidi has been great about listening to my concerns and she has laid out a plan for me that honestly the previous company I worked with never did I’m happy I made the switch!
R
Ralph Richardson2 reviewsiTotal number of Google reviews Ralph has written across all businesses on Google Maps, not just this one.
Thank you Heidi and staff for taking such good care of me and my retirement. When I chose Agape Wealth Management I was also looking at three other companies. I knew I needed a company I felt good about and felt I could trust. It came down to Agape and one other company and I went with Agape. Talking with Heidi and meeting her staff I was sold. Two years later I am very happy with the decision I made. Heidi is very good at what she does and I trust her guidance. Keep up the good work Agape!
Response from the owner · 2 months ago
Awe thank you so much Ralph. This truly means a lot. We are so grateful for your trust!
N
Nela morris3 reviewsiTotal number of Google reviews Nela has written across all businesses on Google Maps, not just this one.
Ms. Heidi, Thank you so much for helping me make my financial decisions for my retirement and my growing family. Y'all did a awesome job of finding out what I wanted to do and broke it down where even I could understand it. A wonderful fit for me. Thank you, so much Ms. Heidi, Katie,Sabrina and Mr. Clinton.
Response from the owner · 7 months ago
Thank you for trusting us Nela. It is truly special to know you trusted us after the loss of your advisor. Thank you for the referrals too, that is the greatest compliment to us.
D
Debbie Albrecht3 reviewsiTotal number of Google reviews Debbie has written across all businesses on Google Maps, not just this one.
I am so happy I made the switch to Agape Wealth. It has given me so much peace of mind and Heidi and her staff are so kind and knowledgeable. Thank you for you guidance!!
Response from the owner · 9 months ago
Thank you Patty! We are happy you made the switch to us too!
K
Kenny PfandersLocal Guide · 12 reviewsiTotal number of Google reviews Kenny has written across all businesses on Google Maps, not just this one.
After 35 years of doing it myself, and upon my retirement, I decided to hire a money manager for the first time. My first experience with LPL was anything but satisfying. I was going to go back to doing it myself but I decided to give one more place a try so I contacted Agape Wealth.
The staff at Agape has been friendly and professional since the first moment I met them. I spent a couple hours with Heidi and discovered we think similarly so I decided to give them an opportunity and I am glad I did. For the first time in my life I can relax and not worry about my investments and know that they are being handled in a manner that I approve of.
My account has been growing fairly steadily even in a rather tumultuous market.
Going with Agape Wealth has proven to been a very smart decision for me.
Response from the owner · 9 months ago
Thank you so much for taking the time to share this thoughtful review. We are truly honored by your words especially coming from someone with your depth of experience and knowledge.
After managing your finances independently for so many years, we understand what a big decision it is to entrust that responsibility to a firm. It means a great deal to us that you felt aligned with Heidi and our philosophy and chose to give Agape Wealth the opportunity to serve you.
Our mission is to provide clarity, confidence, and peace of mind especially in retirement and knowing that you can now relax and feel confident about how your investments are being managed is the greatest compliment we could receive. We are also grateful for your recognition of our team’s professionalism and care as relationships are at the heart of everything we do.
Thank you again for your trust. It is truly a privilege to walk alongside you in this season and we look forward to serving you for many years to come. And of course Go Eagles.
The Agape Wealth Team
L
Lynn GauvreauLocal Guide · 25 reviewsiTotal number of Google reviews Lynn has written across all businesses on Google Maps, not just this one.
Subject: Highly Recommend My Financial Advisor!
I just had a fantastic meeting with my new financial advisor, Heidi Ardis at Agape Wealth Management, and I had to share!
She was incredibly informative and provided me with a clear, thoughtful game plan for my finances while I'm working here in the United States. Talking to her really drove home the point that if you want to plan for your future, you have to start now.
I highly recommend Heidi for her professional expertise and her kind, patient spirit. If you're looking for someone to help you get your financial plans on track, feel free to reach out to her!
#FinancialPlanning #AgapeWealthManagement #Recommendation #FinancialAdvisor
Response from the owner · a year ago
Thank you Lynn. We are so grateful for kind words! We love clients like you.
I
Isabel KesslerLocal Guide · 15 reviewsiTotal number of Google reviews Isabel has written across all businesses on Google Maps, not just this one.
Miss Heidi and her team have been very easy to work with, easy to communicate with and I'm very pleased with the options I was given and results so far. Having them managing my IRA has eased a lot of the worry I have about retirement. Also, they're just very pleasant, and obviously people of faith. Highly recommend.
Response from the owner · a year ago
Thank you so much Isabel! You are beyond a pleasure to work with and we are grateful for you.
S
Shawn ChastkaLocal Guide · 16 reviewsiTotal number of Google reviews Shawn has written across all businesses on Google Maps, not just this one.
Staff - They are awesome and take care of us as soon as we walk through the door. They learned a little about what we like and make sure to go above and beyond.
Heidi - Very knowledgeable and thinks outside the box. Makes me (us) feel comfortable with letting her take over our finances. As someone with an MBA, I wasn’t totally ready to give it all up but I know what I don’t know and that is distribution.
The reason we picked Heidi is the relationship we made, not her expertise (which is remarkable). I believe we would have done just fine with either of the other 3 firms we interviewed, but we had the best relationship with Heidi. But we are soooo happy we chose her.
She also made my wife comfortable with the process (and I must admit - I kept my wife informed but she was able to do it in very little time and quite well.
If you are looking for a financial advisor or didn’t even know you needed one. I would definitely run, not walk to Agape Wealth. Wish we would have known we needed this 10 years ago.
Thanks Heidi and Staff!
Response from the owner · a year ago
Shawn and Shaun thank you so much for your kind words! It is truly such a wonderful thing to be apart of the lives of clients like you! We look forward to hearing of your amazing travels and adventures in the coming years! All of us at Agape Wealth love what we do and are blessed to be apart of your retirement journey. Again, thank you for your trust and confidence.
J
Jason Lueger10 reviewsiTotal number of Google reviews Jason has written across all businesses on Google Maps, not just this one.
