Grant Rawdin (CFP®, JD)

Grant Rawdin focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Entrepreneurs

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Planning Specialties

Grant Rawdin is Founder and CEO of Wescott. He founded the firm in 1987, which grew from the personal financial services he provided to clients at Duane Morris LLP, a venerable Philadelphia based law firm. Grant is an attorney, an accountant and a Certified Financial Planner™ and has been awarded accolades as a top financial advisor within the industry and by popular national and local media.

Grant's professional background includes a legal and accounting concentration in tax, business, estate planning and investment analysis. He has served as advisor to many businesses, providing strategic and ongoing business advice.

Additional Information

Wescott has been helping our clients manage their affairs for over 35 years by integrating their financial and life goals with prudent planning and investment guidance. In concert with our philosophy of managing in a risk-reducing manner, our success is directly attributable to the dedication of our skills, values, discipline and resources to each of our clients. Wescott Financial Advisory Group LLC requires a minimum account size of $2,000,000.