David B Richardson, MBA, CFP

David B Richardson, MBA, CFP 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 go

als, 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.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.
06/02/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

Managing finances independently doesn’t mean every decision is made alone.Ameriprise Financial research highlights how m...
05/28/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
05/27/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

Proud to be part of a firm that’s recognized for innovation — and even more proud of what that innovation stands for.💡​A...
05/21/2026

Proud to be part of a firm that’s recognized for innovation — and even more proud of what that innovation stands for.💡​

Ameriprise Financial was named one of Fortune’s America’s Most Innovative Companies of 2026, reflecting our focus on empowering advisors, strengthening client relationships, and continually improving how we serve people and families.​

Innovation here supports what matters most: helping clients feel confident and cared for at every stage of their financial journey.​

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

05/20/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Join us for Hunger Action Month! Ameriprise Financial is matching donations to Feeding America up to $250,000. When matc...
05/19/2026

Join us for Hunger Action Month! Ameriprise Financial is matching donations to Feeding America up to $250,000. When matched, every $1 donated can help provide 20 meals to individuals and families experiencing hunger.* When we all work together, we can end hunger. To learn more, visit https://bit.ly/42zu63a.

*Feeding America secures at least 10 meals per $1 donated on behalf of local partner food banks.

Are you looking outside the US when you invest? Don’t sleep on the opportunities abroad. On average, 78% of top-performi...
05/14/2026

Are you looking outside the US when you invest? Don’t sleep on the opportunities abroad. On average, 78% of top-performing companies in the MSCI ACWI have been non-US stocks over the last 15 years.

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

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