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Wescott Financial Advisory Group, LLC logo

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.

Find Wescott Financial Advisory Group, LLC employees' phone numbers or email addresses

Wescott Financial Advisory Group, LLC Global Highlights

Location
Employees

North America
73

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  • United States Of America
    73

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Wescott Financial Advisory Group, LLC's Leadership

  • Partner at Wescott Financial Advisory Group, LLC
    S. R.
    Partner
    Mobile Phone
  • Partner, Senior Financial Advisor at Wescott Financial Advisory Group, LLC
    S. J.
    Partner, Senior Financial Advisor
    Mobile Phone
  • Owner at Wescott Financial Advisory Group, LLC
    W. C.
    Owner
    Mobile Phone
  • Financial Advisor at Wescott Financial Advisory Group, LLC
    J. F.
    Financial Advisor
    Mobile Phone
  • Operations Analyst at Wescott Financial Advisory Group, LLC
    E. L.
    Operations Analyst
    Mobile Phone
  • Executive Assistant at Wescott Financial Advisory Group, LLC
    K. S.
    Executive Assistant
    Mobile Phone
  • Financial Planner at Wescott Financial Advisory Group, LLC
    K. B.
    Financial Planner
    Mobile Phone
  • Agent at Wescott Financial Advisory Group, LLC
    P. N.
    Agent
    Mobile Phone

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
Location
Last Update
  • Partner at Wescott Financial Advisory Group, LLC
    S. R.
    Partner
    Mobile Phone
    Aug 17, 2026
  • Partner, Senior Financial Advisor at Wescott Financial Advisory Group, LLC
    S. J.
    Partner, Senior Financial Advisor
    Mobile Phone
    Jun 26, 2026
  • Owner at Wescott Financial Advisory Group, LLC
    W. C.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Financial Advisor at Wescott Financial Advisory Group, LLC
    J. F.
    Financial Advisor
    Mobile Phone
    Dec 10, 2025
  • Operations Analyst at Wescott Financial Advisory Group, LLC
    E. L.
    Operations Analyst
    Mobile Phone
    Oct 23, 2024
  • Executive Assistant at Wescott Financial Advisory Group, LLC
    K. S.
    Executive Assistant
    Mobile Phone
    Oct 23, 2024
  • Financial Planner at Wescott Financial Advisory Group, LLC
    K. B.
    Financial Planner
    Mobile Phone
    Oct 16, 2024
  • Agent at Wescott Financial Advisory Group, LLC
    P. N.
    Agent
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Wescott Financial Advisory Group, LLC known for?

Minus sign iconPlus sign iconWescott Financial Advisory Group, LLC was founded in 1987 and operates in the Investment Management industry. You can contact Wescott Financial Advisory Group, LLC's 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?

Minus sign iconPlus sign iconWescott Financial Advisory Group, LLC employees' email format typically follows the pattern of FLast@wescott.com. 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?

Minus sign iconPlus sign iconWescott Financial Advisory Group, LLC has approximately 58 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

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

Minus sign iconPlus sign icon

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

  • Partner: S. R.
  • Partner, Senior Financial Advisor: S. J.
  • Owner: W. C.
  • Financial Advisor: J. F.
  • Operations Analyst: E. L.

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