PHILADELPHIA, March 2, 2020 —Wescott Financial Advisory Group is proud to announce Founder and CEO Grant Rawdin’s recognition on Forbes Best-In-State Wealth Advisors 2020 list. Rawdin, who received the fourth-place ranking in Pennsylvania, was selected from more than 32,000 nominees nationwide.
“At Wescott, we are passionate about providing our clients with the unparalleled service and attention to detail required to grow their portfolio of assets. Our Life-Minded Wealth® approach blends financial assets and financial mindsets to provide a holistic wealth management service that takes into account the unique needs of each client,” said Grant Rawdin, CEO and founder, Wescott Financial Advisory Group. “I share this honor from Forbes with the dynamic group of advisors in our firm who have worked diligently to provide premier service to our clients for over thirty years. It is confirmation that our approach to meeting the needs of every client in highly personalized ways distinguishes us from others in the industry.”
Forbes Best-In-State Wealth Advisors aims to emphasize the foremost regional players and bring attention to wealth advisors in every part of the country. The advisors are selected based on an algorithm of qualitative and quantitative credentials determined by SHOOK research. The criteria include in-person interviews, experience in the industry, compliance records, assets managed and total revenue produced. The over 4,000 top advisors featured on the 2020 list manage more than $4 trillion in client assets.
Rawdin founded Wescott in 1987, and has since grown the business to three offices located in Philadelphia, Fort Washington, Pa., and Miami. The minimum account size for new Wescott business is $2 million and typical household accounts hold between $2.5-20 million. Total custodied team assets managed by Wescott are over $2 billion. Outside of Wescott, Rawdin plays 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 is the immediate past chair of the Philadelphia region’s Urban Affairs Coalition, which works to improve quality of life in the region by strengthening nonprofit organizations.
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 #3 Top Advisor in Pennsylvania (2019), the firm’s sixth year in a row in the top three, and one of Barron’s Top 30 Independent Financial Advisory firms in the U.S. (2019). 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.
About Forbes
The defining voice of entrepreneurial capitalism, Forbes champions success by celebrating those who have made it, and those who aspire to make it. Forbes convenes and curates the most influential leaders and entrepreneurs who are driving change, transforming business and making a significant impact on the world. The Forbes brand today reaches more than 120 million people worldwide through its trusted journalism, signature LIVE events, custom marketing programs and 40 licensed local editions in 70 countries. Forbes Media’s brand extensions include real estate, education and financial services license agreements.
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Contact:
Katelyn Friel
Wescott Financial Advisory Services
kfriel@wescott.com
215-979-1660
