Wescott Financial Advisory Group, LLC Email Format
Investment ManagementPennsylvania, United States51-200 Employees
Wescott Financial Advisory Group, LLC operates in the investment management sector, providing comprehensive wealth management services that seek to align clients' financial decisions with their life goals and values. The firm brings together specialists in estate, tax, investment, and insurance to deliver integrated guidance, with proactive planning and clear communication. Clients are supported by progress tracking through a system called PerfectScore to monitor progress toward targets. The company is based in Philadelphia, with offices in Harleysville and Miami, and operates as a fee-only, SEC-registered investment advisory and wealth management firm. It is registered as a B-Corp and positions itself as a boutique, client-centered provider within the investment management industry.