In The News

Wescott Financial Advisory Group buys $800m Philly RIA

December 14, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in CityWire RIA

Wescott Financial Advisory Group to buy competitor that represents Merck employees, retirees

December 14, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in Philadelphia Business Journal

Wescott Financial buys $800 million niche practice

December 13, 2021 - Wescott and Grant Rawdin, Founder and CEO, profiled in InvestmentNews

Developing lifelong client relationships

November 2021 - Susan Green, Senior Financial Advisor and Director of Financial Planning Standards, interviewed for NAPFA Advisor Magazine

Higher Capital-Gains Taxes Could Be Coming. This Advisor Is Helping Clients Prepare.

September 17, 2021 - Grant Rawdin, Founder and CEO, interviewed for Barron's.

Hiring & Developing The Next Generation of Leaders

May 20, 2021 - Founder and CEO, Grant Rawdin, is a panelist for Barron's.

10 onboarding tips to engage new colleagues

Authored by Stephanie James, Partner and Senior Financial Advisor, for NAPFA Advisor Magazine. January 2021.

Roth Conversions A-Go-Go In 2020

Christopher Cortese, Senior Financial Advisor and Director of Next Gen Advisor Development, quoted for Financial Advisor Online

Putting Values at the Center of Wealth Planning

Grant Rawdin, Founder and CEO, quoted for Barron's

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Contact

Philadelphia, PA

30 South 17th Street
Philadelphia, PA 19103-4196
215.979.1600

Harleysville, PA

162 Main Street
Harleysville, PA 19438
215.209.4100

Miami, FL

201 S. Biscayne Boulevard, Suite 3400
Miami, FL 33131-4325
305.960.2350

Wescott Satellite Offices

Wescott also has national satellite locations to better serve our clients. 215.979.1600

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*Certified B Corp Certification received May 2020. B Corp Certification is a designation that a business is meeting high standards of verified performance, accountability, and transparency on factors from employee benefits, charitable giving and community inclusion to supply chain practices and input materials. Wescott pays a fee and submits an Impact Assessment to qualify for and maintain this certification.