A complete list of active advisors currently associated with ProsperiTea Planning

Warmer can help you find a great advisor at ProsperiTea Planning or one who fits your needs even better.

ProsperiTea Planning serves individuals and families across a range of wealth levels, offering holistic financial planning, discretionary portfolio management, and integrated tax planning and preparation. The firm combines ongoing investment advice with a retained tax practice, providing tax-return preparation and related services under separate engagement structures as part of many client relationships. The firm’s investment process is built around a written Investment Policy Statement, strategic asset allocation, periodic rebalancing, and tax-aware decisions such as tax-loss harvesting and asset-location considerations. Clients engage through an annual retainer relationship that includes year‑round planning support and online tools for portfolio and financial-plan monitoring, and the firm performs operational tax tasks for clients (including making quarterly estimated tax payments electronically). What distinguishes the firm from many peers is its affiliation with an accounting practice and a multi-credential advisory team (CPA, CFA, CFP) that deliberately blends tax work with investment advice, and its choice to charge a fixed annual retainer model instead of percentage-of-assets fees. The firm also maintains an uncommon no‑charge arrangement for certain young relatives of retained clients and periodically offers educational seminars and workshops, practices that are less typical among supported firms.

To learn more about the advisors currently working at ProsperiTea Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse ProsperiTea Planning's office locations.

Name	Location	Years of experience
David Carnevale	Greenfield, MA	0
Mari Fries	San Diego, CA	0
Wendy Suzanne Marsden	Greenfield, MA	10
Samuel Plotkin	Greenfield, MA	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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