Wescott Financial Advisory Group is an independent, SEC-registered, fee-only wealth management firm founded in 1987. With nearly 40 years of experience and approximately $4 billion in assets under management, we serve high-net-worth and ultra-high-net-worth individuals, families, and institutions across the United States.

Wescott’s proprietary Life-Minded Wealth® approach integrates financial expertise with life expertise into a single advisory service. We consider both your financial assets and your emotional relationship with money with the help of an interdisciplinary team which includes attorneys, CPAs, MBAs, CFP® professionals, and other specialists who help you see all sides of every financial decision.

Yes, Wescott Financial Advisory Group is a fee-only fiduciary, which means we are legally required to always act in your best interests. We do not receive commissions from product sales, ensuring our advice is unbiased and aligned with your goals.

Wescott provides comprehensive wealth management services including.

• Financial planning and investment management
• Estate and tax planning
• Retirement planning
• Family office services
• Trust services
• Charitable and philanthropic planning
• Business succession planning
• Insurance analysis and planning
• 529 education planning
• Pension fund and 401(k) planning
• Planning for foundation & endowments

Life-Minded Wealth® is Wescott’s proprietary approach that recognizes every financial decision is influenced by both structured financial data and unstructured emotions and perceptions about wealth. We integrate financial expertise with life expertise to create strategies that align with your values, goals, and family dynamics.

Yes, Wescott specializes in serving business owners, entrepreneurs, corporate executives, and professionals. We provide strategic guidance for business transitions, executive compensation planning, stock option strategies, and succession planning. Our team has extensive experience helping clients navigate complex financial situations that come with business ownership and executive roles.

Wescott’s Wealth Management Program requires a minimum of $2 million in investable assets. However, this minimum may be negotiable under certain circumstances, though a minimum fee may still apply. We also offer an Entrada® Management Program with a $500,000 minimum (subject to a minimum fee).

As a fee-only firm, Wescott charges annual fees based on a percentage of assets under management.

Fees are billed quarterly in advance and may be grouped for related accounts to achieve minimum thresholds.

Yes, Wescott serves clients throughout the continental United States. While our primary offices are located in Pennsylvania and Florida, we maintain national satellite locations and provide virtual services to better serve our clients regardless of location. Contact us to learn how our advisors can help.

Wescott’s investment approach is rooted in academic research, comprehensive market analysis, and decades of experience. We create tailored investment portfolios using both passive and active management strategies, designed to match each client’s specific needs, risk tolerance, and time horizon. Our Investment Research Group and Investment Committee continuously oversee dynamic investment strategies and ongoing due diligence.

Yes, we offer Environmental, Social, and Governance (ESG) investing options for clients who want their investments to align with their values while pursuing competitive returns.

Risk management is integral to our investment process. We employ diversification across asset classes, geographies, and investment styles. Our team conducts thorough due diligence on investment managers and regularly reviews portfolio allocations.

myWescottVault®  is our secure digital platform that serves as a centralized location for all your important financial documents, reports, and account information. Available 24/7, this technology solution allows you to access your financial information securely and helps us maintain your PerfectScore® — our comprehensive understanding of your complete financial picture.

PerfectScore® is Wescott’s proprietary process for organizing, centralizing, and fully understanding your complete financial picture. It represents our commitment to gathering all relevant information about your assets, liabilities, goals, and family dynamics to create the most effective wealth management strategy.

Our communication frequency is tailored to your preferences and needs. Typically, clients receive quarterly portfolio reviews, annual comprehensive financial plan updates, and proactive communication about market developments or planning opportunities. Our team is always available for questions or concerns between scheduled meetings.

Yes, estate planning is a core component of our comprehensive wealth management services. Our team includes attorneys and estate planning specialists who can help with wealth transfer strategies, trust planning, charitable giving, and coordination with your existing estate planning professionals.

Yes, Wescott offers family office solutions for ultra-high-net-worth families. These services include coordinating with your other professional advisors, managing complex family financial situations, next-generation wealth education, and facilitating family financial governance.

We view tax planning as a year-round endeavor. Our team of CPAs and tax specialists weave tax efficiency into all aspects of our wealth management approach, helping minimize tax liabilities while maximizing after-tax returns.

To begin the relationship, schedule an introductory meeting with our Director of Client Development and Growth Strategy, Alex Rawdin, CFP®, by calling 1-215-979-1616 or scheduling an introductory meeting. During this meeting, we’ll discuss your financial situation, goals, and how Wescott’s solutions can benefit you.

Your initial consultation will focus on understanding your financial goals, current situation, and family dynamics. We’ll explain our Life-Minded Wealth® approach, discuss our solutions, and determine if there’s a good fit between your needs and our capabilities. This meeting is complementary, designed to be informative, and will not focus on selling you any financial product or service.

The timeline varies based on the complexity of your situation. Typically, our comprehensive wealth management planning process takes 60-90 days from initial data gathering to plan presentation. Implementation of recommendations can begin immediately upon plan approval, with ongoing monitoring and adjustments made as needed.

Yes, Wescott has received numerous national and industry awards and recognitions, including:

• Barron’s Advisor: Top 1200 Financial Advisor by State 2026 — Top 15 Advisor in Pennsylvania (Awarded March 2026)*
• Barron’s Advisor: Top 100 Independent Advisors 2025 (Awarded September 2025)*
• Barron’s: Hall of Fame Inductee — For Over 10 Years Top 100 Ranking (Awarded September 2019)*
• Forbes: Best-in-State Advisor 2026 — Top 3 Private Wealth Advisor in Pennsylvania (Awarded April 2026)*
• Forbes: Top RIA Firms in America 2025 (Awarded October 2025)*

These recognitions reflect our commitment to excellence, growth, and putting clients first.

*No fee was paid for participation in the rankings.

B-Corporation certification means Wescott meets rigorous standards for social and environmental performance, accountability, and transparency. As a B-Corp, we’re committed to using business as a force for good, balancing profit with purpose, and considering the impact of our decisions on all stakeholders: clients, employees, community, and environment.

You can get in touch with one of our offices to speak with a Wescott representative, or, contact us through our online form to let us know how we can help.

Philadelphia, PA Office
30 South 17th Street; Philadelphia, PA 19103-3196 | Phone: 1-215-979-1600

Harleysville, PA Office
162 Main Street; Harleysville, PA 19438 | Phone: 1-215-209-4100

Miami, FL Office
201 S. Biscayne Boulevard, Suite 3400; Miami, FL 33131 | Phone: 1-305-960-2350

myWescottVault® Support
Email: gpinto@wescott.com | Phone: 1-215-979-1639

Yes, we accommodate clients’ preferences for meeting formats, including virtual meetings via secure video conferencing platforms. This flexibility allows us to serve clients effectively regardless of their location or schedule constraints.

While our offices operate during standard business hours, myWescottVault® provides 24/7 access to your financial information. For urgent matters outside business hours, you can email your advisory team directly, and they will respond as soon as possible, typically within one business day.