Wendy  Marsden

Wendy Marsden

| CPA CFP

ProsperiTea Planning

A member of the Alliance of Comprehensive Planners, the Community of Tax-focused Financial Planners operating under the Retainer Model.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Annual Retainer Model
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Risk Management
  • College Education Planning
  • Business Planning
  • Cash Flow Management
  • Fiduciary advice on Annuities

Visit Us

3 Grinnell St.
Greenfield, MA 01301-3601

Wendy Marsden is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Wendy Marsden, CPA, CFP® produces professional results while offering a comfortable, supportive environment for addressing her clients’ financial wellness needs from her home office in Greenfield, MA or using Skype or Google Hangout from anywhere. Wendy provides deeply integrated financial services combining her extensive experience as a tax accountant, as well as her knowledge of comprehensive financial planning, and her investment advising expertise (she’s a Massachusetts Registered Investment Advisor.)