About Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group LLC is a relationship-driven, empathetic, independent wealth management firm committed to providing individuals and institutions with unmatched caring and expertise to achieve their clients’ financial and investment goals. The company’s diverse team members are experts in investments, law, accounting and business, and hold a wide range of industry-acclaimed credentials that enable them to offer thoughtful and personal advice to their clients. With nearly $2 billion in assets under management, Wescott is one of the top wealth management firms in the nation, as ranked by CNBC, Barron’s, Forbes and Financial Advisor magazine. Founded in 1987, Wescott has offices in Philadelphia, Boca Raton, Miami and San Francisco.
Wescott is also proud to be named a Best Place to Work by the Philadelphia Business Journal and South Florida Business Journal.