PHILADELPHIA, March 18, 2020 — Wescott Financial Advisory Group has been named #1 Top Advisor in Pennsylvania on Barron’s list of “America’s Top 1,200 Financial Advisors.” The rankings are based on data provided by 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. This year marks the seventh time Barron’s has recognized Wescott in Pennsylvania’s Top 3 for their industry excellence.
“When our work is recognized by the industry, it reinforces what we already know to be true — that, through our Life-Minded Wealth® approach, our clients are receiving the best possible service to maximize their portfolio and achieve their goals,” said Founder and CEO, Grant Rawdin, J.D., CFP®. “Whether we’ve been working with our clients for decades or it’s their first time meeting with one of our talented advisors, I take pride in knowing we are offering the highest quality of service and crafting a personalized financial strategy that’s in their best interest.”
Rawdin founded Wescott in 1987, with the first of now three offices. Outside of Wescott, he continues to play an active role in both professional and community organizations. He is a founding member of the CFP® Board Center for Financial Planning Advisory Council and served as Chair of the Board of the nationally known Urban Affairs Coalition for nearly a decade, and continues as Chair Emeritus and Vice-Chair today. UAC focuses on matters of diversity and inclusion, economic development, education and a host of other programs impacting over 200,000 people in the Philadelphia region.
About Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group has a 33-year track record as one of the top wealth management firms in the nation. Wescott is Barron’s #1 Top Advisor in Pennsylvania (2020), the firm’s seventh year in a row in the top three, and one of Barron’s Top 30 Independent Financial Advisory firms in the U.S. (2019). Also in 2019, the firm was inducted into Barron’s Hall of Fame, a recognition given to those who have appeared on their Top 100 Advisor lists for ten, or more, consecutive years. Wescott’s team of experts hold some of the industry’s top designations, including certified financial planners, CPAs, CFAs, MBAs, JDs, and Ph.D.s, and have substantive backgrounds in investments, financial planning, law, family counseling, staff psychology and taxation. Along with Wescott’s unique Life-Minded Wealth® approach, this expertise helps our team develop strategic plans for clients’ wealth, focusing on the financial and emotional needs in the decision-making process. Founded in 1987, Wescott has offices in Philadelphia, Fort Washington and Miami. For more information, visit wescott.com and follow them on LinkedIn, Facebook and Twitter @WescottFin.
Barron’s is America’s premier financial brand, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people actively in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal financial well-being.
Wescott Financial Advisory Group LLC