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Wescott Financial Advisory Group

Finance · Pennsylvania, United States · 61 Employees

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About

Headquarters

30 S 17th St Fl 5, Philadelphia, Pennsylvania, ...

Phone Number

(215) 979-1600

Revenue

$10.3 Million

Industry

Finance General Finance

Highlights

<$5M

Total Funding Amount

<$5M

Most Recent Funding Amount

1

Number of Funding Rounds

Who is Wescott Financial Advisory Group

Wescott Financial Advisory Group has a 33-year track record as one of the top wealth management firms in the nation. Wescott is Barron's #1 Top Adv isor in Pennsylvania (2020), the firm's seventh year in a row in the top three, and one of Barron's Top 30 Independent Financial Advisory firms in the U.S. (2019). Also in 2019, the firm was inducted into Barron's Hall of Fame, a recognition given to those who have appeared on their Top 100 Advisor lists for ten, or more, consecutive years. Wescott's team of experts hold some of the industry's top designations, including certified financial planners, CPAs, CFAs, MBAs, JDs, and Ph.D.s, and have substantive backgrounds in investments, financial planning, law, family counseling, staff psychology and taxation. Along with Wescott's unique Life-Minded Wealth® approach, this expertise helps our team develop strategic plans for clients' wealth, focusing on the financial and emotional needs in the decision-making process. Founded in 1987, Wescott has offices in Philadelphia, Fort Washington and Miami.Read more

Wescott Financial Advisory Group's Social MediaPopular SearchesWescottWescott Financial Advisory Group LLCWescott Financial Advisory GroupWESCOTT PROFESSIONAL EMPLOYER SERVICES IncWescott Scholastic Products IncSIC Code 62,628NAICS Code 54,541Show more

Wescott Financial Advisory Group Org Chart

Grant Rawdin
Grant Rawdin

Founder & Chief Executive Officer

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Carrie Delgott
Carrie Delgott

Chief Operating Officer & Chief Compliance Of...

PhoneEmail

PhoneEmail

PhoneEmail

Similar Companies to Wescott Financial Advisory Group

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Wescott Financial Advisory Group Company Metrics

Company Insights
Employee Growth Rate
Funding
Funding DateApr 15, 2020
RoundDebt
Amount<$5M
InvestorsPPP
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<$5M

Total Funding Amount

<$5M

Most Recent Funding Amount

1

Number of Funding Rounds

Acquisitions & Subsidiaries

Asset Planning Services

See More Acquisitions & Subsidiaries

Wescott Financial Advisory Group Tech Stack

A closer look at the technologies used by Wescott Financial Advisory Group

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Wescott Financial Advisory Group News & Media

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Frequently Asked Questions regarding Wescott Financial Advisory Group

Where is Wescott Financial Advisory Group located?
Wescott Financial Advisory Group's headquarters are located at 30 S 17th St Fl 5, Philadelphia, Pennsylvania, 19103, United States
What is Wescott Financial Advisory Group's phone number?
Wescott Financial Advisory Group's phone number is (215) 979-1600
What is Wescott Financial Advisory Group's official website?
Wescott Financial Advisory Group's official website is www.wescott.com
What is Wescott Financial Advisory Group's Revenue?
Wescott Financial Advisory Group's revenue is $10.3 Million
What is Wescott Financial Advisory Group's SIC code?
Wescott Financial Advisory Group's SIC: 62,628
What is Wescott Financial Advisory Group's NAICS code?
Wescott Financial Advisory Group's NAICS: 54,541
How many employees does Wescott Financial Advisory Group have?
Wescott Financial Advisory Group has 61 employees
What industry does Wescott Financial Advisory Group belong to?
Wescott Financial Advisory Group is in the industry of: Finance General, Finance
What is Wescott Financial Advisory Group competition?
Wescott Financial Advisory Group top competitors include: SYM Financial Advisors, Cardinal Capital Management, Foresight Wealth Management, Cassaday & Company
What companies has Wescott Financial Advisory Group acquired?
Wescott Financial Advisory Group has acquired the companies: Asset Planning Services
What technology does Wescott Financial Advisory Group use?
Some of the popular technologies that Wescott Financial Advisory Group uses are: WordPress.org, PHP, DoubleClick, Google Universal Analytics
Who is the CEO of Wescott Financial Advisory Group?
Wescott Financial Advisory Group's CEO is Grant Rawdin
How do I contact Wescott Financial Advisory Group?
Wescott Financial Advisory Group contact info: Phone number: (215) 979-1600 Website: www.wescott.com
What does Wescott Financial Advisory Group do?

Wescott Financial Advisory Group has a 33-year track record as one of the top wealth management firms in the nation. Wescott is Barron's #1 Top Advisor in Pennsylvania (2020), the firm's seventh year in a row in the top three, and one of Barron's Top 30 Independent Financial Advisory firms in the U.S. (2019). Also in 2019, the firm was inducted int... o Barron's Hall of Fame, a recognition given to those who have appeared on their Top 100 Advisor lists for ten, or more, consecutive years. Wescott's team of experts hold some of the industry's top designations, including certified financial planners, CPAs, CFAs, MBAs, JDs, and Ph.D.s, and have substantive backgrounds in investments, financial planning, law, family counseling, staff psychology and taxation. Along with Wescott's unique Life-Minded Wealth® approach, this expertise helps our team develop strategic plans for clients' wealth, focusing on the financial and emotional needs in the decision-making process. Founded in 1987, Wescott has offices in Philadelphia, Fort Washington and Miami.Read More

What are Wescott Financial Advisory Group social media links?
Wescott Financial Advisory Group Linkedin page Wescott Financial Advisory Group Twitter page Wescott Financial Advisory Group Facebook page
How much funding has Wescott Financial Advisory Group raised to date?
Wescott Financial Advisory Group has raised <$5 Million in 1 funding round
When was the last funding round for Wescott Financial Advisory Group?
Wescott Financial Advisory Group closed its last funding round on Apr 15, 2020 with the amount of <$5 Million
Is Wescott Financial Advisory Group a public company?
Wescott Financial Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Wescott Financial Advisory Group

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