Wescott Financial Advisory Group LLC

About Wescott:
Founded in 1987, Wescott Financial Advisory Group is an SEC-registered, fee-only investment advisory and wealth management firm. 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 individuals, families, trusts, foundations, pension plans and institutions who have entrusted us to manage their assets. Wescott does not sell any investment or insurance products, but rather provides our clients with wealth and investment management services most appropriate for their situation.

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. The process includes the review of client documents to identify issues and provide comprehensive practical solutions to meet our clients' financial objectives. We are continuously involved with our clients through regular meetings to ensure that the strategy adapts to changing client needs.

With a 99.5% client retention rate, Wescott is rated one of the top investment management firms in the United States.  The firm is ranked in the top 40 nationally by Barron's, is in the top 2% of RIAs (Financial Advisor Magazine) and was named a top firm in South Florida by the South Florida Business Journal.

With offices in Philadelphia, Boca Raton, Miami and San Francisco, Wescott's mission is "Achieving Client Goals".


Advisors at this Office

Associates at this Office

Associates at Other Firm Offices


This Office

30 S 17th St Fl 4 Philadelphia, PA 19103-4011 Phone: (215) 979-1600 Fax: (215) 979-1622

Primary Office

30 S 17th St Fl 4 Philadelphia, PA 19103-4011 Phone: (215) 979-1600 Fax: (215) 979-1622

Other Offices

One Market Plaza, Spear Tower Suite 2200 San Francisco, CA 94105-1127 Phone: (215) 979-1600 Fax: 215.979.1622
Boca Center Tower II 5100 Town Center Circle, Suite 650 Boca Raton, FL 33486-9000 Phone: (561) 962-2106
455 Pennsylvania Ave Suite 230 Fort Washington, PA 19034-3411 Phone: (215)979-1900
200 S. Biscayne Blvd. Suite 3400 Miami, FL 33131-5323 Phone: (305) 960-2350