PHILADELPHIA, March 16, 2017 — Wescott Financial Advisory Group and its founder and CEO, Grant Rawdin, have been named the No. 1 advisor in Pennsylvania for 2017 by Barron’s ranking of top financial advisors in the United States. This is the third year in a row that Wescott has appeared at the top of Barron’s state-by-state ranking.
“As 2017 marks Wescott’s 30th year in business, we view this special anniversary as an opportunity to reflect on our long legacy of serving clients in Pennsylvania and beyond,” Rawdin said. “While our business has grown considerably, our powerful and personal approach to wealth management has remained at the core of every client relationship. The continued recognition from one of the industry’s top financial publications further validates the value of this commitment.”
Barron’s prestigious advisor rankings consider factors including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Wescott, which opened its first office in Philadelphia in 1987, now has five offices across Pennsylvania, Florida and California.
In speaking with Barron’s about Wescott’s investment philosophy, Rawdin said he encourages clients to take an expansive approach when investing. “The more you see the world, the more you realize there are lots of moving parts and opportunities,” he said.
Rawdin continues to take an active role in professional and community organizations. He’s currently a member of the CFP Board Center for Financial Planning’s Advisory Council and 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
Through its unique Life-Minded Wealth™ approach, Wescott integrates financial expertise with life expertise into a single advisory service. The firm’s expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision. Wescott is one of the top wealth management firms in the nation, as ranked by Barron’s, Forbes, CNBC and Financial Advisor magazine. Founded in 1987, Wescott has offices in Philadelphia, Boca Raton, Miami and San Francisco. 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.
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