Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies

Awards & recognition

  • James M Richardson, Forbes Best-in-State Wealth Advisors, 2019, 2021-2023
  • James M Richardson, Ameriprise Circle of Success Hall of Fame, 2018
  • James M Richardson, Ameriprise Circle of Success, 2008-2020
  • James M Richardson, Ameriprise Circle of Success Diamond Ring, 2005

Community participation

Guests of Guayabo Animal Rescue
Guests of Guayabo Animal Rescue

Supporting our local community is important to us. We volunteer at the Food Bank of Central and Eastern North Carolina. We also continue to support other local charities such as North Carolina Senior Games, Triangle Women in Golf and American Diabetes Association Tour de Cure. In addition, animal rescues are important to us. Guayabo Animal Rescue in Costa Rica is one such animal rescue we support.

Our other local community connections include membership in the Cary Chamber of Commerce and the Raleigh Chamber of Commerce.

  • Food Bank of Central & Eastern North Carolina
  • North Carolina Senior Games
  • Triangle Women in Golf
  • Guayabo Animal Rescue