ProsperiTea Planning

Monhegan Dawn by Robert Grant

Are you looking for a knowledgeable, trustworthy financial advisor? Do you want investment advising or comprehensive planning that strategically considers taxes?

ProsperiTea Planning’s team of Wendy Marsden, CPA CFP®, and Sam Plotkin, CFA, produce professional results while offering a comfortable, supportive environment for addressing their peoples’ financial wellness needs from her home office. ProsperiTea Planning, in Greenfield, Massachusetts, is accepting new people who are seeking investment advising, comprehensive planning, and tax planning and preparation. See the Services page for more details. We are no longer accepting new people who need tax-prep only, and only do hourly financial planning engagements in rare cases. Instead, we are devoted to doing deeply integrated financial services for a manageable number of people.

Come right in without ringing or knocking if you have an appointment.

ProsperiTea Planning is a fee-only fiduciary financial advisory firm. We sell no products and offer fixed-price engagements with the terms disclosed in advance.

Our firm is a member of the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners. We are registered with the U.S. Securites and Exchange Commision (SEC) as a Registered Investment Advisory Firm. Learn more at prosperiteaplanning.com.

Both ProsperiTea Planning and Tea & Taxes Company take your privacy seriously. Please read our privacy policy for more information.

Easily access our advisor blog here, or just by choosing a topic from the “blog tags” on the right side of this page. The “new prospects” tag might be particularly helpful. Also, check out this intro from November 2017.