Barron’s top advisor

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

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.

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

*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.

Barron’s top advisor

Wescott Financial Advisory Group to buy competitor that represents Merck employees, retirees

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

Higher Capital-Gains Taxes Could Be Coming. This Advisor Is Helping Clients Prepare.

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