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.
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. See the ProsperiTea Planning blog for more details. Our firm is a member of NAPFA and the Alliance of Comprehensive Planners (a tax-focused group of firms that are paid on a retainer basis). We are also members of the AICPA Personal Financial Planning Section. Both Sam and Wendy are registered investment advisors in Massachusetts.
Wendy says, “I like to share my deep knowledge of financial matters with people. Come to my office and I’ll give you tea and let you pet my dog, River!”
Easily access Wendy’s 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.