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, Harleysville 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 investable assets of $2 million or more.
Wescott's Wealth Management Program provides our clients with a proactive and strategic solution that unites financial planning and investment management. Partnered with this solution, our comprehensive, holistic planning approach, that includes estate, philanthropic and tax, is designed to meet our clients' financial objectives. Building long-term partnerships with our clients, our advisors are able to identify issues that may arise and ensure that their tailored strategy adapts to clients' evolving needs.
Recognized nationally and locally, Wescott is ranked one of the Top 10 Advisors in PA (2022) by Barron's, and on their Top 40 National Advisors (2021). Forbes named Wescott one of their Top 5 Private Wealth Firm in PA (2022 Best-in-State List). A Certified B Corp, Wescott is recognized for its commitment to social and environmental excellence, transparency and accountability.