Financial planner · Gulfport, MS · reviewed since 2018
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 55%86+46.9Reliability 24%78+18.9Value 14%100+14.1Replies to reviews 7%74+5.2Experts Score= 85Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.85SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#26 of 34 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 24%
4.9★★★★★72 Google reviews · 22 photos
96%five-star reviews
4.83★last 12 monthsiAverage stars on reviews from the last 12 months only.
4.3%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 give Roberts Wealth Management a 4.9 rating based on 72 reviews, highlighting personalized financial planning and strong client relationships. Customers frequently describe the firm as family-oriented, noting that staff members are knowledgeable, responsive, and take time to explain investment strategies without rushing appointments. The company also organizes annual community events and workshops to foster social connections among clients. However, a few low-star reviews criticize the firm for refusing to disclose commissions on annuity products, which some clients viewed as a breach of fiduciary trust and transparency.
Google rating: 4.9 out of 5 from 72 reviews (96% five-star).
Reviews on this page: 72 Google reviews (57 with written comments, 7 with photos).
Owner responses: the business replied to 42% 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: craft & service and value; weakest: replies to reviews.
Roberts Wealth ManagementFinancial 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.Roberts Wealth Management: 86/100 on this factor. Category median: 97.A
86
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.Roberts Wealth Management: 78/100 on this factor. Category median: 98.B
78
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.Roberts Wealth Management: 100/100 on this factor. Category median: 100.A
100
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.Roberts Wealth Management: 100/100 on this factor. Category median: 100.A
100
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.Roberts Wealth Management: 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.Roberts Wealth Management: 74/100 on this factor. Category median: 74.B
74
Bar = this company · dark tick = category median.
Star ratings
72 Google reviews we collected
4.9of 5
5 stars6996%
4 stars00%
3 stars11%
2 stars11%
1 star11%
Praise vs complaints
Phrases our text analysis found in 57 written reviews
96%praise
Praise4896%
Complaints24%
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 price1354%
Reasonable1146%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude1224%
Quality & results714%
Speed & response714%
Communication714%
Would recommend714%
Honesty & trust612%
Price & value48%
What customers talk about
We read 57 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“He is a wonderful man with excellent, caring, and highly intelligent staff who make sure we are well taken care of.”
“The RWM team did an exceptional job planning and setting everything up.”
“They are always quick to respond to our requests & pro-actively schedule our update meetings.”
“Carter did an excellent job of explaining in detail our current retirement investment accounts .”
“I highly recommend Roberts Wealth Management with no reservations!”
“They're ethical, transparent, and believe in keeping their clients well informed.”
“Robert’s Wealth Management made me fee very comfortable about it and today I still feel comfortable.”
People customers mention
Paul4 reviews
Brennan3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Roberts Wealth Management for 4 kinds of job. Pick one to see what they paid and said.
MMargaret9 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 weeks ago★★★★★
The RWM 13th Annual 2026 Cruise-N-Lunch was exceptional. This is the first year I attended and I feel they knocked it out of the park. Great food and I loved the entertainment. Wonderful family environment. The RWM team did an exceptional job planning and setting everything up. I really enjoyed myself and look…
Service not listed
MMary4 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 weeks ago★★★★★
My husband and I have been with Paul for many years, before any of his expansions. He is a wonderful man with excellent, caring, and highly intelligent staff who make sure we are well taken care of. Rest assured they are the best.
Great priceFinancial plan
AAnn1 reviewiTotal 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 weeks ago★★★★★
Robert’s Wealth is a hands on wealth management company that has experts in every area. They make you feel like part of the family.
PPatrick1 reviewiTotal 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 weeks ago★★★★★
I recently became a client of Roberts Wealth Management and have felt like family from day one. Today’s Cruisin Event was great and I look forward to attending and meeting more of the family.
WWilliam6 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 weeks ago★★★★★
Phenomenal family to be a part of! Outstanding guidance and advisement focused on financial security, well-being, and a successful future. Truly grateful to be part of such a great family!
EElaine2 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 weeks ago★★★★★
I find Robert wealth Management to be a very knowledgeable and professional co. That show the upmost concern for its clients. Always giving back and making sure our needs are met
The RWM 13th Annual 2026 Cruise-N-Lunch was exceptional. This is the first year I attended and I feel they knocked it out of the park. Great food and I loved the entertainment. Wonderful family environment. The RWM team did an exceptional job planning and setting everything up. I really enjoyed myself and look forward to next year.
Thank you RWM team for a wonderful time!!
Services: Service not listed
Response from the owner · a week ago
Hi Margaret, welcome to the Cruise-N-Lunch family!
It’s wonderful to hear that your first time attending was such a great experience.
Planning this event is a highlight for our entire team, and knowing you enjoyed the entertainment, food, and family environment makes all the effort worth it.
Thank you for celebrating with us, and we look forward to having you back next year!
M
Mary Jayne Herfurth4 reviewsiTotal number of Google reviews Mary has written across all businesses on Google Maps, not just this one.
My husband and I have been with Paul for many years, before any of his expansions. He is a wonderful man with excellent, caring, and highly intelligent staff who make sure we are well taken care of. Rest assured they are the best.
Price assessment: Great price
Services: Financial plan
Response from the owner · a week ago
Hi Mary Jayne, thank you so much for taking the time to share this. Having you and your husband with us since the early days means more to Paul and our team than words can say.
Long-term relationships like yours are the heart of what we do, and we’re deeply grateful for your continued trust over the years.
We’re always here for you whenever you need us!
A
Ann Lockard1 reviewiTotal number of Google reviews Ann has written across all businesses on Google Maps, not just this one.
Hi Ann, we really appreciate your kind words! Bringing together expertise across all areas of planning so you feel confident and taken care of is what we strive for every day.
Thank you for being a part of the RWM family and for leaving us such a great review.
D
don ezell3 reviewsiTotal number of Google reviews don has written across all businesses on Google Maps, not just this one.
RWM went above and beyond to put on a Great Luncheon!
Price assessment: Great price
Services: Service not listed
Response from the owner · a week ago
Hi Don, thank you for taking the time to leave a review! The Cruise-N-Lunch is always one of our favorite traditions of the year.
Thanks for being part of the RWM family and spending the afternoon with us!
P
Peggy Leggett Smith8 reviewsiTotal number of Google reviews Peggy has written across all businesses on Google Maps, not just this one.
I recently became a client of Roberts Wealth Management and have felt like family from day one. Today’s Cruisin Event was great and I look forward to attending and meeting more of the family.
T
Terry Olsen1 reviewiTotal number of Google reviews Terry has written across all businesses on Google Maps, not just this one.
Phenomenal family to be a part of! Outstanding guidance and advisement focused on financial security, well-being, and a successful future. Truly grateful to be part of such a great family!
