Wescott Financial Advisory Group

Wescott Financial Advisory Group has a 33-year track record as one of the top wealth management firms in the nation. Wescott is Barron's #1 Top Advisor in Pennsylvania (2020), the firm's seventh year in a row in the top three, and one of Barron's Top 30 Independent Financial Advisory firms in the U.S. (2019). Also in 2019, the firm was inducted into Barron's Hall of Fame, a recognition given to those who have appeared on their Top 100 Advisor lists for ten, or more, consecutive years. Wescott's team of experts hold some of the industry's top designations, including certified financial planners, CPAs, CFAs, MBAs, JDs, and Ph.D.s, and have substantive backgrounds in investments, financial planning, law, family counseling, staff psychology and taxation. Along with Wescott's unique Life-Minded Wealth® approach, this expertise helps our team develop strategic plans for clients' wealth, focusing on the financial and emotional needs in the decision-making process. Founded in 1987, Wescott has offices in Philadelphia, Fort Washington and Miami.