Artboard 2

Award-winning financial planning
and investment management

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

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

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

Discover if your financial plan reflects your life goals.

Take the Quiz ›
closeenvelope facebookfaxgoogle-pluslinkedinIconphoneprinter search IconTwitterFemale UserCreated with Sketch.

Sign up for Wescott News

By submitting this form, you are granting: Wescott Financial Advisory Group LLC, 30 South 17th Street, Philadelphia, Pennsylvania, 19103, United States, http://www.wescott.com permission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy for details.) Emails are serviced by Constant Contact.

myWescottVault

We have launched a brand new version of myWescottVault. Use your credentials to log-in here:

Login

If you've forgotten your password, or if you have not been set up to access the new version of myWescottVault, please call the Wescott offices at 215.979.1600 between 9:00 AM and 5:00 PM EST for assistance. Outside of these hours, please send your request to rfuiman@wescott.com and an email will be sent to you to arrange log-on instructions. For security purposes, before your password is reset, you will be contacted by Wescott and asked to answer a security question to confirm your identity.