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Our financial advice team


David Weidman, Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

David Weidman

CFP®

Financial Advisor

Roseville Wealth Management Group

An Ameriprise Platinum Financial Services® Advisor

37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Millersville University, Millersvile PA - B.A., Business, 1984

Awards & recognition

  • Roseville Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Circle of Success, 2003-2016
  • Roseville Wealth Management Group, Ameriprise Client Experience Award, 2020-2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Ephrata Gridiron Club

Interests

College Football

Travel

Honored to be recognized in Forbes

I’m thrilled to share that Roseville Wealth Management Group has been included on the 2023 Forbes Best-in State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.