The Best Financial Advisors in Mississippi
We graded 5 companies on seven things customers actually report: satisfaction, reliability, workmanship, value, momentum, track record and how owners handle complaints.
From 2,742 Google reviews of 34 top-rated financial advisors nationwide; 5 of them in Mississippi. Updated November 2, 2026.
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Best financial advisors in Mississippi for financial plan
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Roberts Wealth ManagementHow Job match is calculatedBuilt only from reviews Google tagged “Financial plan”:Stars on this job 55%5.00★Number of such jobs 25%20Overall Experts Score 20%85Job match= 96Stars are pulled toward the category average (4.94★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.96Job match = this company’s ★ on reviews Google tagged “Financial plan” (shrunk toward the category average when there are few), how many such jobs it has done, and its overall Experts Score.
What customers said about financial plan
Roberts Wealth ManagementMy 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.
Roberts Wealth ManagementRobert’s Wealth is a hands on wealth management company that has experts in every area. They make you feel like part of the family.
Roberts Wealth ManagementPhenomenal 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!
Roberts Wealth ManagementI 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
Roberts Wealth ManagementThe team at Roberts Wealth Management is the best and my experience has been second to none. Brennan, Dax and Sharon are all so pleasant to work with. From Brennan and Dax ‘s financial experience to Sharon’s smile and cookies you feel like family. I highly recommend Roberts Wealth Management with no reservations!!!
Roberts Wealth ManagementAlways a pleasure seeing everyone and sharing such a wonderful experience with the team met with Brennan today and as always great experience. I have the utmost trust and confidence in him and the team.
Overall ratings
Experts Score 0–100Experts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. and a letter grade per factor (A = top 20% of financial advisors).
| # | Company | ScoreExperts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. | FactorsFactor grades, in orderSatisfaction (54%): Recency-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.Reliability (24%): How 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.Craft & service (0%): Google 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.Value (14%): Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Momentum (0%): Penalises 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.Replies to reviews (7%): How 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.One letter per factor score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = below 20. | ★Google star rating as shown on Google Maps. | Typical billMedian bill customers of this company reported in their reviews (needs 3+ priced reviews). |
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| 1 |  Community Choice FinancialGulfport, MS | A 99How 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 64%99+62.9Reliability 28%98+27.7Replies to reviews 8%100+8.2Experts Score= 99Not enough data for value; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––AA | 4.98 | — |
| 2 |  Agape WealthGulfport, MS | A 99How 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. | AA––A– | 5.00 | — |
| 3 |  1st Franklin FinancialGulfport, MS | A 86How 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 64%88+55.9Reliability 28%84+23.7Replies to reviews 8%97+8Momentum penalty81−1.9Experts Score= 86Not enough data for value; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––AA | 4.90 | — |
| 4 | Roberts Wealth ManagementGulfport, MS | A 85How 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. | ABAAAB | 4.88 | — |
| 5 |  Lendmark Financial Services LLCGulfport, MS | B 75How 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 64%77+48.9Reliability 28%63+17.8Replies to reviews 8%95+7.8Experts Score= 75Not enough data for value; its weight is shared by the others.Grade B: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | BB––AA | 4.72 | — |
What jobs cost
What customers paid, from the price Google asks reviewers to report.
| Job | Low25th percentile: 1 in 4 customers paid less than this. | TypicalMedian of the bill customers reported in their Google review (Google asks reviewers for a price range; we use the middle of each range). | High75th percentile: 1 in 4 customers paid more than this. | FairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”. |
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Financial Advisors in Mississippi at a glance
How the 5 financial advisors we rated in Mississippi compare, and what customers praise most.
Experts Score grades
A = score 80+, F = below 20.
- Grade A480%
- Grade B120%
- Grade C00%
- Grade D00%
- Grade F00%
Google ratings
Average stars per company.
- 4.90★ and up360%
- 4.80–4.89★120%
- 4.60–4.79★120%
- Below 4.60★00%
What customers praise
Share of Google review highlights.
- Quality9223%
- Professionalism12531%
- Responsiveness10927%
- Punctuality00%
- Value7819%
Was the price fair?
All price verdicts left with reviews.
- Great price15463%
- Reasonable8133%
- Overpriced31%
- Not sure52%
Price verdicts by year
Share calling it great / reasonable / overpriced.
How we grade
Satisfaction (54%) — Recency-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.
Reliability (24%) — How 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.
Craft & service (penalty, up to −10) — Google 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.
Value (14%) — Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.
Momentum (penalty, up to −10) — Penalises 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.
Replies to reviews (7%) — How 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.