Daniel White, CFP

Daniel White, CFP Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™
Managing Partner of
RidgePoint Financial Partners™

A private wealth advisory practice of Ameriprise Financial Services, LLC

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​Ameriprise Financial was named on...
07/31/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and we're grateful to work for a firm that shares those values.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be t...
07/22/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

As we celebrate Independence Day, we are reflecting on the values that matter most — freedom, opportunity, and the abili...
07/04/2026

As we celebrate Independence Day, we are reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you ...
06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow an...
05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals. Tip: The mor...
04/24/2026

What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals.

Tip: The more specific and measurable your financial goals are, the more likely you are to achieve them. https://bit.ly/4ja5cNP

Happy Earth Day! Whether you’re gardening, recycling, or simply enjoying the outdoors, here’s to doing a little good for...
04/22/2026

Happy Earth Day! Whether you’re gardening, recycling, or simply enjoying the outdoors, here’s to doing a little good for the place we all call home. 🌱🌞

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other f...
04/21/2026

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other financial records can give you clarity and direction. https://bit.ly/4ja5cNP

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starti...
04/16/2026

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starting point for measuring progress toward your goals. https://bit.ly/4ja5cNP

Address

168 West Ridge Pike, Suite 202
Limerick, PA
19468

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 6pm
Wednesday 9am - 5pm
Thursday 9am - 6pm
Friday 9am - 4pm

Telephone

+16108254909

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