PHILADELPHIA, September 29, 2020 – Wescott Financial Advisory Group is proud to announce Founder and CEO Grant Rawdin’s recognition on Barron’s 2020 Top 100 Independent Advisors in the U.S. list, ranking him 34th. A member of Barron’s Hall of Fame, this is the 11th year of Rawdin and Wescott’s inclusion. Barron’s Top 100 Independent Advisor ranking is based on a number of factors including investment assets overseen and the quality of the advisor’s practices. Rawdin also ranks #1 in Pennsylvania on their 2020 Top Advisor Ranking by State.
“For over 30 years, we at Wescott have remained committed to meeting the unique needs of each client and providing them with the expertise required to grow their assets. Through our proprietary Life-Minded Wealth® financial planning process, we take a holistic approach in guiding our clients through financial complexities and planning to ultimately help them achieve their financial and personal goals,” said Founder and CEO, Grant Rawdin, J.D., CFP®. “I share this recognition with the entirety of the Wescott team, a group of dedicated and dynamic wealth management professionals who devote themselves to providing meaningful, impactful guidance to our clients and their families.”
Rawdin founded Wescott in 1987, while providing personal financial services to his legal clients as a tax and business attorney with Duane Morris LLP. Over three decades later, Wescott has grown to manage over $2 billion in assets under management. As one of Barron’s highest performing independent financial advisors, Rawdin and the Wescott Team continue to showcase this growth mindset through the creation of ESG investment offerings and PerfectScore®, Wescott’s trademarked financial planning process. It was designed to ensure that Wescott advisors utilize all of the firm’s tools and capabilities to organize, centralize and zero in on all of the important financial and personal factors that are integral to a client’s successful wealth management strategy. Another illustration of this evolution is that in 2020, Wescott was named a Certified B Corporation by the nonprofit B Lab. The B Corp Certification recognizes businesses that incorporate all of their stakeholders, including workers, customers, suppliers, communities and the environment, into their day-to-day operations and corporate governance.
“At Wescott, we believe great firms are built on an ability to serve clients’ evolving, often complex, financial needs, while building lasting relationships and delivering strong results. We appreciate Barron’s consistent recognition of the quality of our service and our growth,” Rawdin emphasized. “As the team looks ahead to the next decade, we are excited to watch the evolution of our firm as we navigate the changing landscape- from technology to new industry standards.”
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 and oversees over $2 billion in AUM. Wescott is Barron’s #1 Top Advisor in Pennsylvania (2020), the firm’s seventh year in a row in the top three, one of Barron’s Top 35 Independent Financial Advisory firms in the U.S. (2020), and a 2019 Barron’s Hall of Fame inductee, a recognition given to those who have appeared on their Top 100 Advisor lists for ten or more consecutive years. The team has also been recognized by Forbes and CNBC as a top advisory firm. 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 and Facebook.
About Barron’s
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.
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Contact:
Katelyn Friel
Wescott Financial Advisory Group LLC
kfriel@wescott.com
215-979-1660
