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and investment management
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 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
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™.
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.
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.
Discover if your financial plan reflects your life goals.Take the Quiz ›