Forbes’ 2026 Best-In-State Wealth Advisor
April 2026 - Named the #3 Private Wealth Advisor in Pennsylvania (Awarded April 2026 - No fee was paid for participation in this ranking.)
April 2026 - Named the #3 Private Wealth Advisor in Pennsylvania (Awarded April 2026 - No fee was paid for participation in this ranking.)
April 1, 2026 - Stephanie James, Partner, Managing Director of Advisor Services and Senior Financial Advisor, and Carrie Delgott, President and Chief Operating Officer, quoted in WealthManagement.com.
March 2026 - Wescott named the #15 Advisor in Pennsylvania (Awarded March 2026 - No fee was paid for participation in this ranking.)
March 18, 2026 - Amanda Weldon, Senior Investment Research Analyst, authored article for Kiplinger.com.
March 12, 2026 - Mark McCarron, Partner and Chief Investment Officer, interviewed on Next Gen Investing (Schwab Network).
March 12, 2026 - Mark McCarron, Partner and Chief Investment Officer, quoted in NerdWallet.
February 19, 2026 - Stephanie James, Partner, Managing Director of Advisor Services and Senior Financial Advisor, quoted in Financial Planning.
February 2, 2026 - Wescott Named to WealthManagement’s 2026 RIA Edge 100 list. No fee was paid for participation in this ranking.
January 19, 2026 - Scott Levin, Financial Advisor and Senior Estate Planning Specialist, featured on Financial Experts Network webinar.
