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Wescott Financial Advisory Group

About Wescott Financial Advisory Group

Wescott Financial Advisory Group, LLC, is a fee-only investment advisory and wealth management firm based in Philadelphia, Pennsylvania, with additional offices in Fort Washington, Harleysville, and Miami. Founded in 1987, the firm is SEC-registered and employs a diverse team of professionals, including JDs, CPAs, MBAs, CFAs, CLUs, CFPs, and a Ph.D. This interdisciplinary approach allows Wescott to offer comprehensive financial services.

Min project size

50,000+

Hourly rate

50 / hr

Employees

53

Locations

United States

Year founded

Founded 1987

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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