Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


Get started

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Intergenerational Planning

Awards & recognition

  • Richardson Private Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2026
  • Richardson Private Wealth Advisors, Ameriprise Client Experience Award, 2024-2025
  • James M Richardson, Forbes Best-in-State Wealth Advisors, 2019, 2021-2025
  • James M Richardson, Ameriprise Circle of Success Hall of Fame, 2018
  • James M Richardson, Ameriprise Circle of Success, 2008-2024
  • 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.