James M Richardson, Private Wealth Advisor serving the Raleigh, NC area - Ameriprise Advisors

James M Richardson

CFP®, ChFC®, APMA

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights
  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.
Learn more about how I can help you meet your financial goals

Why offer a financial wellness program?

More employees than ever before are stressed about their finances which can impact the productivity, engagement and even the health of your employees.1The Ameriprise financial wellness program is uniquely positioned to enhance your benefits package and offer your employees:

  • Financial education
  • Tools and resources including access to our exclusive financial wellness website
  • Financial advice

Financial Wellness education can help your employees feel more confident about their financial choices and be productive, healthier contributors to their workplace.

12022 PWC Employee Financial Wellness survey

My videos

3 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)