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Insights

Holistic Wealth Approach Wescott Financial Advisory offers a comprehensive, Life-Minded Wealth® service that integrates estate, tax, investment, and insurance planning, indicating a strong potential for cross-selling integrated financial solutions and advisory services to clients seeking personalized wealth management.

Tech Stack Utilization The firm’s adoption of advanced technologies like Anaplan, Hadoop, and Perplexity AI reflects its emphasis on data-driven decision-making and innovative client engagement, creating opportunities to introduce client-centric tech enhancements or AI-driven financial planning tools.

Market Positioning As a certified B-Corp and SEC-registered fee-only firm with a boutique service model, Wescott appeals to clients valuing ethical, transparent, and personalized wealth management, presenting a chance to target socially conscious investors and boutique asset managers.

Competitive Landscape The company's awareness of competitors like Linktree and Shopify’s Linkpop suggests a competitive environment driven by social media tools and link-in-bio solutions, highlighting opportunities to bundle financial advisory with digital presence optimization or partner with digital influencers.

Growth and Expansion With a revenue range of 50 million to 100 million and multiple offices, Wescott is positioned for growth, providing avenues to introduce advanced financial planning technologies, expanded service offerings, or targeted marketing to high-net-worth individuals and small business owners.

Wescott Financial Advisory Group, LLC Tech Stack

Wescott Financial Advisory Group, LLC uses 8 technology products and services including StackPath, Amazon Business, Ramda, and more. Explore Wescott Financial Advisory Group, LLC's tech stack below.

  • StackPath
    Content Delivery Network
  • Amazon Business
    E-commerce Platforms
  • Ramda
    Javascript Libraries
  • parallax.js
    Javascript Libraries
  • SoundManager
    Javascript Libraries
  • Material Design Lite
    UI Frameworks
  • SiteOrigin Widgets Bundle
    Web Platform Extensions
  • PageLayer
    Widgets

Wescott Financial Advisory Group, LLC's Email Address Formats

Wescott Financial Advisory Group, LLC uses at least 2 format(s):
Wescott Financial Advisory Group, LLC Email FormatsExamplePercentage
FLast@wescott.comJDoe@wescott.com
100%
First.Last@linktr.eeJohn.Doe@linktr.ee
88%
FirstLast@linktr.eeJohnDoe@linktr.ee
7%
First@linktr.eeJohn@linktr.ee
3%
FirstL@linktr.eeJohnD@linktr.ee
2%

Frequently Asked Questions

Where is Wescott Financial Advisory Group, LLC's headquarters located?

Minus sign iconPlus sign iconWescott Financial Advisory Group, LLC's main headquarters is located at 30 South 17th Street Philadelphia, Pennsylvania 19103 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Wescott Financial Advisory Group, LLC's phone number?

Minus sign iconPlus sign icon You can contact Wescott Financial Advisory Group, LLC's main corporate office by phone at
+1-215-979-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wescott Financial Advisory Group, LLC's official website and social media links?

Minus sign iconPlus sign iconWescott Financial Advisory Group, LLC's official website is linktr.ee and has social profiles on LinkedIn.

What is Wescott Financial Advisory Group, LLC's SIC code NAICS code?

Minus sign iconPlus sign iconWescott Financial Advisory Group, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Wescott Financial Advisory Group, LLC have currently?

Minus sign iconPlus sign iconAs of June 2026, Wescott Financial Advisory Group, LLC has approximately 53 employees across 2 continents, including North AmericaEurope. Key team members include President, Chief Operating Officer And Chief Compliance Officer: C. D.Founder & Ceo: G. R.Partner: M. M.. Explore Wescott Financial Advisory Group, LLC's employee directory with LeadIQ.

What industry does Wescott Financial Advisory Group, LLC belong to?

Minus sign iconPlus sign iconWescott Financial Advisory Group, LLC operates in the Investment Management industry.

What technology does Wescott Financial Advisory Group, LLC use?

Minus sign iconPlus sign iconWescott Financial Advisory Group, LLC's tech stack includes StackPathAmazon BusinessRamdaparallax.jsSoundManagerMaterial Design LiteSiteOrigin Widgets BundlePageLayer.

What is Wescott Financial Advisory Group, LLC's email format?

Minus sign iconPlus sign iconWescott Financial Advisory Group, LLC's email format typically follows the pattern of FLast@wescott.com. Find more Wescott Financial Advisory Group, LLC email formats with LeadIQ.

When was Wescott Financial Advisory Group, LLC founded?

Minus sign iconPlus sign iconWescott Financial Advisory Group, LLC was founded in 1987.

Wescott Financial Advisory Group, LLC

Investment ManagementPennsylvania, United States51-200 Employees

Experience Life-Minded Wealth® with Wescott 

At Wescott Financial Advisory, we take you beyond wealth management to achieve Life-Minded Wealth®. This personalized approach aligns your financial decisions with your life objectives, aspirations, and values . . . bringing more meaning to your assets than a narrow set of financial metrics. 

Wescott gives you... 

– A holistic wealth management team, including estate, tax, investment and insurance experts 
– Progress tracking with PerfectScore® so you always know you’re right on target 
– Boutique service with proactive communication and planning 

We’re proud to serve you as a certified B-Corp and an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Harleysville and Miami.

Section iconCompany Overview

Headquarters
30 South 17th Street Philadelphia, Pennsylvania 19103 United States
Phone number
+1-215-979-****
Website
linktr.ee
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
1987
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Wescott Financial Advisory Group, LLC's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Wescott Financial Advisory Group, LLC's revenue is estimated to be in the range of $50M$100M

Company Leadership

  • Stylized image of a person
    C. D.
    President, Chief Operating Officer And Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. R.
    Founder & Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. M.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. A.
    Partner, Director Of Human Resources And Administration
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Partner - Sr. Financial Advisor; Business Development Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    S. C. J.
    Partner, Senior Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Partner, Senior Financial Advisor And Director Of Next Gen Advisor Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. L.
    Partner, Senior Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. G.
    Partner, Senior Financial Advisor And Director Of Financial Planning Standards
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. E.
    Partner, Senior Financial Planner
    Phone icon
    Mobile Phone

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