WESCOTT

Wescott Financial Advisory Group is an independent, SEC-registered, fee-only investment advisory and wealth management firm, but at the heart of our firm is our proud mission of Achieving Client Goals. It's a mission that has driven Founder and CEO, Grant Rawdin, and the Wescott Team for over 35 years. With this inspiration, coupled with the team's passion, we have helped countless, ultra-high-net-worth and high-net-worth individuals, families and institutions around the country meet their unique financial goals at all stages of their lives, during years of asset accumulation to times of transition to years of retirement... Based in Philadelphia, Pennsylvania, Wescott has grown organically over the decades and more recently through strategic partnerships and acquisitions. In December 2021, Wescott acquired the Harleysville, PA based Registered Investment Advisor (RIA), Asset Planning Services. This $800 million firm, with nearly 20 team members, provided current and retired Merck®..

Also known as: Wescott Financial Advisory Group, Wescott Financial Advisory Group, LLC

Primary location: Philadelphia United States