Expert Advice Featured in National, Local and Industry Media
October 21, 2025 - Philadelphia-based firm earns multiple prestigious rankings and industry recognition, underscoring its commitment to values-based service, innovation, and a people-first culture
October 2025 - Scott Levin, Financial Advisor, Senior Estate Planning Specialist, authored article for NAPFA Advisor.
October 1, 2025 - Wescott’s eighth consecutive ride highlights growth from two riders to 20 and more than $90,000 raised for MS research since 2018.
September 11, 2025 - Robert Waskiewicz, Partner, Senior Financial Advisor, authored article for Kiplinger.com.
Awarded September 2025 - Wescott ranked in Top 100. No fee was paid for participation in the ranking.
August 20, 2025 - Mark McCarron, Partner and Chief Investment Officer, quoted in Bankrate.
August 13, 2025 - Ollisha Fisher, Assistant Financial Advisor, quoted in U.S. News and World Report.
July 29, 2025 - Stephanie James, Partner, Managing Director of Advisor Services and Senior Financial Advisor, quoted in the Wall Street Journal.
July 24, 2025 - Mark McCarron, Partner and Chief Investment Officer, quoted in Investor's Business Daily.
