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Award-winning financial planning
and investment management

Discover how we're impacting the lives of our clients ›

Wescott Financial Making Headlines

Awards & Accolades

Making a difference in the financial services industry.

Barron’s Ranks Wescott Financial Among Top 20 Independent Advisors in America

August 29, 2016

PHILADELPHIA, August 29, 2016 — Wescott Financial Advisory Group has been named to Barron’s list of the

Barron’s Ranks Wescott Financial Among Top 20 Independent Advisors in America

August 29, 2016

PHILADELPHIA, August 29, 2016 — Wescott Financial Advisory Group has been named to Barron’s list of the

Wescott Financial Advisory Group Named One of SmartCEO’s 2016 Healthiest Companies

September 30, 2016

PHILADELPHIA, September 30, 2016 — Wescott Financial Advisory Group has been named one of

Wescott Financial Advisory Group Named One of SmartCEO’s 2016 Healthiest Companies

September 30, 2016

PHILADELPHIA, September 30, 2016 — Wescott Financial Advisory Group has been named one of

Wescott Named One of the “Best Places to Work” by Philadelphia Business Journal

August 26, 2016

Firm Selected for Third Straight Year Among Region’s Top Employers

Wescott Named One of the “Best Places to Work” by Philadelphia Business Journal

August 26, 2016

Firm Selected for Third Straight Year Among Region’s Top Employers

Barron’s Names Wescott Top Financial Advisor in Pennsylvania

March 4, 2015

Barron's Names Wescott Top Financial Advisor in Pennsylvania. Philadelphia wealth management firm rises from No. 3 spot in

Barron’s Names Wescott Top Financial Advisor in Pennsylvania

March 4, 2015

Barron's Names Wescott Top Financial Advisor in Pennsylvania. Philadelphia wealth management firm rises from No. 3 spot in

Realize Your Life Goals

We provide you with unmatched caring and expertise.

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Why We're Different

Life Minded Wealth™

We integrate financial expertise and life expertise into a single advisory service that helps clients see all sides of every financial decision. It’s a proven approach we call Life-Minded Wealth™.

Unmatched Team

Our team consists of J.D.s, LL.M.s, CPAs, Ph.D.s, MBAs, CFP®s and CLUs, who together, deliver customized advice and strategies based on each client’s specific financial needs.

Research-Driven Strategies

As an independent firm, we do not sell or promote any investment or insurance product; we rely on segment-skilled managers to deliver research-driven strategies tailored to meet each client’s unique goals.

Bring your Wealth to Life

We’ll help you see a clear path to your financial goals
and walk with you every step of the way.

Let's Talk

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