Dakota
Dakota
Book a Demo
Talk to an Expert

ProsperiTea Planning

EST. AUM
$176,890,177

CONTACTS
3

CLIENT ACCOUNTS
579

Firm Details

Metro area Boston
CRD Number 282041
Website prosperiteaplanning.com
Client types

Overview

ProsperiTea Planning is a fee-only registered investment advisor based in Greenfield, Massachusetts, founded in 2015 as an extension of the tax practice Tea & Taxes Company. The firm offers fiduciary advisory services that combine investment management, financial planning, and tax preparation, primarily serving individuals, families, and small businesses. By integrating the expertise of a CPA and a CFP®, ProsperiTea provides holistic guidance tailored to each client’s goals, values, and financial circumstances.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy