Wescott Financial Advisory Group LLC
Founded in 1987, Wescott Financial Advisory Group is an SEC-registered, fee-only investment advisory and wealth management firm, with offices in Philadelphia, Fort Washington and Miami. The Wescott team is composed of an interdisciplinary group of JDs, CPAs, Ph.D.s, MBAs, CFAs, CLUs and CFPs with substantive backgrounds in investments, financial planning, law and taxation.
Our clients are high-net-worth and ultra-high-net-worth individuals, families, trusts, foundations, pension plans and institutions who have entrusted us to manage their assets. As a fee-only firm, Wescott does not sell any investment or insurance products.
Wescott's Wealth Management Program:
For clients with investable assets of $2 million or more, Wescott's Wealth Management Program provides a proactive and strategic process that unites financial planning and investment management. We provide comprehensive, practical solutions to meet our clients' financial objectives. Through regular meetings and communication with our clients, we are able to identify issues that arise and ensure that their tailored strategy adapts to their evolving needs.
With a 99.5% client retention rate, Wescott is ranked the #2 RIA in Pennsylvania and in the top 35 nationally by Barron's. Forbes has also recognized Wescott as its #3 Private Wealth Firm in Pennsylvania in their 2021 Best-in-State Wealth Advisor List. Wescott is a Certified B Corp, recognized for its commitment to social and environmental excellence, transparency and accountability.