What departments does Wescott Financial Advisory Group, LLC have?

Wescott Financial Advisory Group, LLC has employees across 5 departments including Finance, Entrepreneurship, Analytics, Banking, Administrative.

What is the largest department at Wescott Financial Advisory Group, LLC?

The largest department at Wescott Financial Advisory Group, LLC is Analytics with 2 employees.

Where are Wescott Financial Advisory Group, LLC employees located globally?

Wescott Financial Advisory Group, LLC has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Wescott Financial Advisory Group, LLC's team size changed over time?

Wescott Financial Advisory Group, LLC's team has decreased from approximately 47 to 40 employees based on available data.

Wescott Financial Advisory Group, LLC Employee Directory

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.

Wescott Financial Advisory Group, LLC Global Highlights

North America
73

United States Of America
73

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Wescott Financial Advisory Group, LLC's Leadership

S. R.
Partner
Mobile Phone
Email
S. J.
Partner, Senior Financial Advisor
Mobile Phone
Email
W. C.
Owner
Mobile Phone
Email
A. W.
Senior Investment Research Analyst
Mobile Phone
Email
J. F.
Financial Advisor
Mobile Phone
Email
E. L.
Operations Analyst
Mobile Phone
Email
K. S.
Executive Assistant
Mobile Phone
Email
K. B.
Financial Planner
Mobile Phone
Email

Wescott Financial Advisory Group, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business Development
Entrepreneurship
Finance
Human Resources
Other
Support

Contact profiles from Wescott Financial Advisory Group, LLC

Name

Title

Contact Info

Location

Last Update

S. R.
Partner
Mobile Phone
Email
Jul 17, 2026
S. J.
Partner, Senior Financial Advisor
Mobile Phone
Email
Jun 26, 2026
W. C.
Owner
Mobile Phone
Email
Oct 23, 2024
A. W.
Senior Investment Research Analyst
Mobile Phone
Email
May 28, 2026
J. F.
Financial Advisor
Mobile Phone
Email
Dec 10, 2025
E. L.
Operations Analyst
Mobile Phone
Email
Oct 23, 2024
K. S.
Executive Assistant
Mobile Phone
Email
Oct 23, 2024
K. B.
Financial Planner
Mobile Phone
Email
Oct 16, 2024
P. N.
Agent
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Wescott Financial Advisory Group, LLC known for?

Wescott Financial Advisory Group, LLC was founded in 1987 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-215-979-****

. Explore Wescott Financial Advisory Group, LLC's company overview page for more information.

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

Wescott Financial Advisory Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wescott Financial Advisory Group, LLC email formats with LeadIQ.

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

Wescott Financial Advisory Group, LLC has approximately 53 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Wescott Financial Advisory Group, LLC's key employees and leadership?

As of July 2026, Wescott Financial Advisory Group, LLC's key employees include:

Partner: S. R.
Partner, Senior Financial Advisor: S. J.
Owner: W. C.
Senior Investment Research Analyst: A. W.
Financial Advisor: J. F.

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Wescott Financial Advisory Group, LLC Employee Directory

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