PHILADELPHIA, May 10, 2019 — Wescott Financial Advisory Group has been named by Barron’s as one of the top five financial advisory firms in Pennsylvania for 2019. This marks more than a decade of Wescott ranking amongst the top 1,200 financial advisors in the country and its sixth year ranking in the top five.
“Our firm has been in business for over thirty years, and throughout that time, we have helped our many clients, and their families, develop a dynamic financial plan,” said Grant Rawdin, Wescott’s Founder and CEO. “Our advisors have spent these three-plus decades serving our clients, acknowledging their unique financial challenges and meeting their needs, while developing not only professional relationships but personal friendships. Receiving continuous recognition from one of the industry’s top financial publications is wonderful confirmation of our bespoke approach and our success.”
Barron’s reputable advisor rankings are based on the assessment of multiple factors of advisory firms including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. This comprehensive system evaluates independent advisors, as well as advisors from Wall Street firms.
Rawdin founded Wescott in 1987, with the first of now three offices. Outside of Wescott, he continues to play an active role in both professional and community organizations. He is a founding member of the CFP Board Center for Financial Planning Advisory Council and is the immediate past chair of the Philadelphia region’s Urban Affairs Coalition, which works to improve quality of life in the region by strengthening nonprofit organizations.
About Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group has a 32-year track record as one of the top wealth management firms in the nation, Wescott is Barron’s #3 Top Advisor in Pennsylvania (2019), the firm’s sixth year in a row in the top three, and one of Barron’s Top 50 Independent Financial Advisory firms in the U.S. (2018). Wescott’s team of experts hold some of the industry’s top designations, including CFPs, CPAs, CFAs, MBAs, JDs, and Ph.D.s, and have substantive backgrounds in investments, financial planning, law, family counseling, staff psychology and taxation. Along with Wescott’s unique Life-Minded Wealth® approach, this expertise helps our team develop strategic plans for clients’ wealth, focusing on the financial and emotional needs in the decision-making process. Founded in 1987, Wescott has offices in Philadelphia, Fort Washington and Miami. For more information, visit wescott.com and follow them on LinkedIn, Facebook and Twitter @WescottFin.
Barron’s is America’s premier financial brand, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people actively in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal financial well-being.
Wescott Financial Advisory Services