Wescott Financial Advisory Group, LLC

Financial ServicesPennsylvania, United States51-200 Employees

Let us build a track record of advice, trust and results for you...

Through its trademarked Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service.  The Wescott Team is composed of an interdisciplinary group of subject matter experts with substantive backgrounds in investments, business, law, accounting and taxation (CFP®s, CPAs, MBAs, a Ph.D. and attorneys).  This group of professionals helps our ultra-high-net-worth and high-net-worth clients and their families see all sides of every financial decision to reach their personal and financial goals.

Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington, Harleysville and Miami.  Since its founding in 1987, Wescott's 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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