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Through its unique Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firm’s expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision.
Wescott 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 subject matter experts with substantive backgrounds in investments, business, law, accounting and taxation.
Founded in 1987, Wescott is one of the top wealth management firms in the nation, as ranked by Barron’s and Forbes. Our mission is "Achieving Client Goals".
Wescott is always looking for new client opportunities, as well as growing by the addition of excellent advisors. We invite your inquiries to our collegial firm.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
50 - 249
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Locations
Philadelphia, PA
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Year founded
Founded 1987
4 Locations
- Philadelphia , PA
- Harleysville , PA
- Fort Washington , PA
- Miami , FL
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