Financial planner · Orlando, FL · reviewed since 2025
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 59%99+58.1Reliability 26%98+25.6Value 15%87+13.2Experts Score= 97Not enough data for 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.97SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#25 of 51 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 52%
5.0★★★★★45 Google reviews · 1 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare 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 Meridian Wealth Advisors 5/5 from 45 reviews, noting the owner replies to 98% of comments. Clients frequently describe the firm's service as patient, thorough, and personalized, with advisors clearly explaining complex topics like investment strategies, tax bracket management, and retirement planning. Recurring themes include strong communication, attention to detail, and the creation of tailored financial plans that help clients achieve their goals. No common criticisms appear in the provided excerpts, as all reviews are five stars.
Google rating: 5.0 out of 5 from 45 reviews (100% five-star).
Reviews on this page: 45 Google reviews (45 with written comments).
Owner responses: the business replied to 98% 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: value.
Meridian Wealth AdvisorsRetirement Planning 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.Meridian Wealth Advisors: 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.Meridian Wealth Advisors: 98/100 on this factor. Category median: 97.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.Meridian Wealth Advisors: 87/100 on this factor. Category median: 100.A
87
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.Meridian Wealth Advisors: 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: 55.–
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Bar = this company · dark tick = category median.
Star ratings
45 Google reviews we collected
5.0of 5
5 stars45100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 45 written reviews
100%praise
Praise74100%
Complaints00%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price267%
Reasonable133%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
7topics
Would recommend2128%
Staff & attitude1824%
Honesty & trust1216%
Communication912%
Quality & results811%
Speed & response57%
Price & value11%
What customers talk about
We read 45 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“He does great work and would highly recommend his expertise.”
“I have had great experiences with my financial advisor, Jocelyn Sullivan, who is patient and thorough in explaining everything clearly.”
“I eventually payed to have Fidelity "manage" my account, and to be honest I think it was doing better when I was doing it.”
“Mark always takes the time to fully explain digital transformation with respect to what’s best for the clients’ financial goals.”
“I thoroughly enjoyed working with him and the tool is invaluable.”
“Mark's advice pays for itself VERY quickly -- the sooner you bring him on board, the better!”
“And the annual fee, which I was very hesitant about, is covered by my earnings each year, thanks to Mark.”
People customers mention
Mark9 reviews
Midkiff7 reviews
Jocelyn7 reviews
Sullivan3 reviews
Babb3 reviews
Adam3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Meridian Wealth Advisors for 2 kinds of job. Pick one to see what they paid and said.
carey2 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★★★★★
I highly recommend Mark! He's a sharp, patient, trustworthy advisor. Mark's advice pays for itself VERY quickly -- the sooner you bring him on board, the better!
Gabrielle10 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. · 3 months ago★★★★★
I have had great experiences with my financial advisor, Jocelyn Sullivan, who is patient and thorough in explaining everything clearly. She listened to my concerns, then tailored a plan based on my financial situation and goals. I felt confident throughout the process.
Financial planRetirement savings consulting
ReubenLocal 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★★★★★
Mark Midkiff is a dedicated Financial Advisor/Planner with many years of experience. Meridian Wealth Advisors have established a reputation for Analytical, concerned, and creativeness. Mark always takes the time to fully explain digital transformation with respect to what’s best for the clients’ financial goals.…
Great priceFinancial planRetirement savings consultingInvestment advising
Don2 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★★★★★
My experience with FFA and Meridian has been fantastic. Mark Midkiff is very accomodating and helpful explaning various investment vehicles to maximize potential returns. Most importantly, I have been very happy with growth of my investments under his watch.
MichaelLocal Guide · 36 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 year ago★★★★★
Awesome customer service. Mark Midkiff has been more than an advisor but a true friend. I highly recommend their services. I never feel rushed, they always spend the time I need to feel comfortable. Well done Mark and team
Jackie7 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 year ago★★★★★
I have had the pleasure of working with Jocelyn for 3 years now. I can’t say enough good things about her or the services she provides. I have recommended both family and work colleagues as I know they will be well taken care of! Thank you for everything!
I highly recommend Mark! He's a sharp, patient, trustworthy advisor. Mark's advice pays for itself VERY quickly -- the sooner you bring him on board, the better!
I have had great experiences with my financial advisor, Jocelyn Sullivan, who is patient and thorough in explaining everything clearly. She listened to my concerns, then tailored a plan based on my financial situation and goals. I felt confident throughout the process.
Mark Midkiff is a dedicated Financial Advisor/Planner with many years of experience. Meridian Wealth Advisors have established a reputation for Analytical, concerned, and creativeness. Mark always takes the time to fully explain digital transformation with respect to what’s best for the clients’ financial goals. Mark is very respectful, attentive as well as passionate about his profession. Any organization/client would be lucky to have him.
My experience with FFA and Meridian has been fantastic. Mark Midkiff is very accomodating and helpful explaning various investment vehicles to maximize potential returns. Most importantly, I have been very happy with growth of my investments under his watch.
Response from the owner · 9 months ago
Thank you, Don. We’re glad to hear you’ve been happy with the guidance and the progress of your investments, and we appreciate your trust.
Sheldon Zehr3 reviewsiTotal number of Google reviews Sheldon has written across all businesses on Google Maps, not just this one.
Awesome customer service. Mark Midkiff has been more than an advisor but a true friend. I highly recommend their services. I never feel rushed, they always spend the time I need to feel comfortable. Well done Mark and team
Response from the owner · a year ago
Thank you for your kind words, Michael. We thoroughly enjoy working with you and are glad you feel the same!
Jackie Gnech7 reviewsiTotal number of Google reviews Jackie has written across all businesses on Google Maps, not just this one.
I have had the pleasure of working with Jocelyn for 3 years now. I can’t say enough good things about her or the services she provides. I have recommended both family and work colleagues as I know they will be well taken care of! Thank you for everything!
Response from the owner · a year ago
Hi Jackie,
Thank you for your kind review! We are so glad to see that you are satisfied with our services. It has been wonderful working with you!
Larry LoureeLocal Guide · 32 reviewsiTotal number of Google reviews Larry has written across all businesses on Google Maps, not just this one.
We've been very pleased with Mark's help and guidance as we prepare what we've accumulated for retirement. Mark understands how careful we are about our finances and does his best to make sure we can grow our savings safely (not going up and down in the market) and grow for us.
Response from the owner · a year ago
Hi Larry,
Really appreciate the review. It has been a pleasure working with you!
Scott DelGrosso4 reviewsiTotal number of Google reviews Scott has written across all businesses on Google Maps, not just this one.
Like many people, I tinkered around with managing my 401k myself for many years, with little overall success. I eventually payed to have Fidelity "manage" my account, and to be honest I think it was doing better when I was doing it. I knew I had to change something, so I did some research and found Mark online, scheduled a meeting with him and got to know what he was about. Fast forward to today, I have been working with Mr. Midkiff going on 3 years now and I am very satisfied with what he has done to build my portfolio. He is very easygoing and takes the time to explain things as we make adjustments to investments over time. He knows what he is doing and my accounts have improved more than I ever expected. My only regret is that I didn't start working with him sooner. Thanks Mark!
Response from the owner · a year ago
Hi Scott,
Thank you so much for the kind review. Looking forward to seeing what the future has in store!
Rod LemmoLocal Guide · 9 reviewsiTotal number of Google reviews Rod has written across all businesses on Google Maps, not just this one.
I used their service (through Adam Babb) to help me facilitate yearly withdrawals from our IRA's to Roth Accounts- while staying in the lowest tax bracket. Adam built me a computer ap to take into account: current income and the amount I could withdraw staying below the next Tax Bracket. I thoroughly enjoyed working with him and the tool is invaluable. I will use their services again.
Response from the owner · a year ago
Hi, Rod! Thank you so much for the 5-star recommendation. We greatly enjoy working with you and delivering exceptional results!
