Fiduciary financial advisor

Your financial adviser keeps calling. This is why you should call them back.

September 16, 2024 - Karen McIntyre, Partner, Senior Financial Advisor and Business Development Officer, quoted in MarketWatch.

How Advisors With Autism, ADHD, and Other Neurodivergent Traits Are Stepping Out of the Shadows

May 17, 2022 - Harold Weinstein, Director of Organizational and Talent Development, quoted in Barron's

Rethinking Charitable Giving in 2022

How Philanthropy Can Benefit the Nonprofits You Support and Lessen Your Tax Burden

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

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Contact

Philadelphia, PA

30 South 17th Street
Philadelphia, PA 19103-4196
215.979.1600

Fort Washington, PA

P.O. Box 1771
455 Pennsylvania Avenue, Suite 230
Fort Washington, PA 19034
215.979.1900

Harleysville, PA

162 Main Street
P.O. Box 164
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

© 2025 Wescott Financial Advisory Group, LLC

*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.