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, with offices in Philadelphia, Fort Washington, Harleysville and Miami. The Wescott team is composed of an interdisciplinary group of JDs, CPAs, MBAs, CFAs, CLUs, CFPs and a Ph.D., 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.

To learn more about our firm and our latest achievements, please visit www.wescott.com.


Associates at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices


This Office

201 S. Biscayne Boulevard, Suite 3400 Miami, FL 33131-5323 Phone: (305) 960-2350

Primary Office

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

Other Offices

162 Main Street, P.O. Box 164 Harleysville, PA 19438 Phone: (215) 209-4100
455 Pennsylvania Ave Suite 230 Fort Washington, PA 19034-3411 Phone: (215)979-1900
201 S. Biscayne Boulevard, Suite 3400 Miami, FL 33131-5323 Phone: (305) 960-2350