Wendy Marsden, CFP®, CPA, MS

Firm Principal,
ProsperiTea Planning

Contact Details

ProsperiTea Planning
3 Grinnell St
Greenfield, MA 01301
Google Map Icon
Primary: (413) 829-4832

Social Links


Wendy Marsden, CPA, CFP® specializes in tax-focused financial planning and wealth management. She offers comprehensive financial planning on a fee-only basis, which includes tax planning & preparation, investment advising, budget advising, asset allocation strategizing, retirement planning, retirement cash flow management, wealth management, financial aid counseling, and an overview of your insurance and estate planning needs. Wendy Marsden does not sell products or receive commissions.

Specialties: Mint green decaffeinated tea and a happy puppy to pet. :-)

Professional Credentials/Designations

  • CFP®
  • CPA
  • MS

Serving Clients Living In

  • MA

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes