In The News

Financial Advisory Group to Acquire Harleysville’s Asset Planning Services for Merck Employees

December 16, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in Montco.Today

Wescott Agrees To Buy Wealth Manager APS

December 14, 2021 - Wescott and Grant Rawdin, Founder and CEO, featured in Family Wealth Report

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.

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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.