PHILADELPHIA, March 23, 2018 — Wescott Financial Advisory Group and its founder and CEO, Grant Rawdin, have been named to Barron’s annual state-by-state list of the top financial advisors. Ranking as #3 in Pennsylvania, Wescott has appeared on Barron’s Top 1,200 ranking for more than 10 years.
“Since the early days of the firm, we have been focused on helping families develop financial plans that can evolve and grow with them,” Rawdin said. “We recognize that every client’s challenges and dynamics are different, and that’s why our advisors take the time to truly listen, understand and respond to their needs. Three decades later, this approach holds up. We believe that’s why clients choose Wescott, and we’re thrilled that Barron’s continues to recognize the great work of our team.”
Barron’s advisor rankings are based on extensive consideration of factors including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. This comprehensive ranking evaluates independent advisors and advisors from Wall Street firms.
Rawdin remains active in the Greater Philadelphia community. He serves on the Board of Visitors of the Temple University Beasley School of Law, his alma mater, and as President of the Law School Foundation. He also serves as Chair Emeritus of the nationally regarded Urban Affairs Coalition, which works to improve the vitality of the region by strengthening non-profits in urban communities.
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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