Media Archives - Page 8 of 9

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 Advisory Group Acquires Merck-focused Asset Planning Services (APS), Marking Strategic Advancement of Independent RIAs

December 14, 2021 - Combination Sparks the Rise of the Co-Operative Independents and Positions Wescott for Next-Generation Success

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.

Wescott Financial Advisory Group is Named to B Corp U.S. Best for The World List

August 12, 2021 - The firm was selected for notable employee-friendly practices and growth-oriented culture. 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 and charitable giving to supply chain practices and input materials. Wescott pays…

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