Grant Rawdin (CDFA, CFP®, CPA/PFS, JD, MBA)

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

  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning

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 by Worth, Barron’s and additional industry and 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 30 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.

NAPFA Start Date

June 01, 2006


This Office

One Market Plaza, Spear Tower Suite 2200 San Francisco, CA 94105-1127 Phone: (215) 979-1600 Fax: 215.979.1622

Other Offices

Boca Center Tower II 5100 Town Center Circle, Suite 650 Boca Raton, FL 33486-9000 Phone: (561) 962-2106
200 S. Biscayne Blvd. Suite 3400 Miami, FL 33131-5323 Phone: (305) 960-2350
30 S 17th St Fl 4 Philadelphia, PA 19103-4011 Phone: (215) 979-1600 Fax: (215) 979-1622