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.
View Top Employees from Wescott Financial Advisory Group, LLCWebsite | http://www.wescott.com |
Revenue | $21 million |
Funding | $350000 |
Employees | 56 (51 on RocketReach) |
Founded | 1987 |
Address | 30 South 17th Street, Philadelphia, Pennsylvania 19103, US |
Phone | (215) 979-1600 |
Fax | (215) 979-1617 |
Industry | Investment Management, Finance General, Wealth Management, Finance, Financial Planning, Retirement Planning |
Web Rank | 19 Million |
Keywords | Wescott, Financial Advisor In Usa |
Competitors | Foresight Wealth Management LLC, Janiczek Wealth Management, Lexington Wealth Management, SYM Financial Advisors, Wipfli Financial Advisors |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 541 Companies, NAICS Code 54 Companies, NAICS Code 523 Companies |
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The Wescott Financial Advisory Group, LLC annual revenue was $21 million in 2024.
Carrie Delgott is the Chief Operating Officer and Chief Compliance Officer of Wescott Financial Advisory Group, LLC.
51 people are employed at Wescott Financial Advisory Group, LLC.
Wescott Financial Advisory Group, LLC is based in Philadelphia, Pennsylvania.
The NAICS codes for Wescott Financial Advisory Group, LLC are [52, 5239, 52393, 541, 54, 523].
The SIC codes for Wescott Financial Advisory Group, LLC are [628, 62].