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

David B Richardson, MBA, CFP

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Mercer Island, WA
David B Richardson, MBA, CFP

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Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional, Ameriprise Financial Services, LLC Ready to learn more?

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. When you work with me, you receive:

- 1:1 financial advice based on your goals and needs.

- Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

- Regular meetings to review your goals, progress and investments.

- Anytime access to your investments and digital tools to help you stay on track. Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can
interact on social media.

10/29/2026

A lasting legacy starts with a plan. Whether your goal is supporting family, philanthropy, or future generations, taking action now can help turn your vision into reality. Message me to get started.

If you're thinking about the impact you want to leave behind, let's connect. Contact us to begin exploring your legacy planning goals.

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/28/2026

Year-end planning is not just about looking back. It is about positioning yourself for the future. Reviewing protection strategies alongside financial plans can help provide greater clarity moving forward.

Interested in discussing how protection planning fits into your broader financial strategy? Contact us to get started.

10/27/2026

What financial protection goals are on your list for next year? Now is the perfect time to start planning for the future you want to build. Message me to get started.

Let's talk about your goals for the year ahead. Contact us to start building your financial readiness plan.

10/22/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/15/2026

+15.4%

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.

While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.

Let's talk about how your portfolio is positioned for both.

10/14/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

09/29/2026

Doing the right thing for clients is always the right choice.

09/25/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

Address

9725 SE 36th Street Ste 210
Mercer Island, WA
98040

Opening Hours

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

Website

https://www.ameripriseadvisors.com/dave.x.richardson

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