Wescott Financial Advisory Group

Wescott Financial Advisory Group is an independent, SEC-registered, fee-only investment advisory and wealth management firm founded in 1987. They have offices in Philadelphia, Fort Washington, Harleysville, and Miami, and manage nearly $3.5 billion in assets. Wescott differentiates itself by integrating financial expertise and life expertise, creating a specialized approach called Life-Minded Wealth® that helps clients see all sides of every financial decision. The company also has a strong commitment to social responsibility, having achieved B Corp certification in 2020, demonstrating their dedication to ethical and sustainable business practices.

Wescott offers a comprehensive suite of services to support clients' financial goals, including wealth management, investment management, tax planning, retirement planning, estate planning, trust planning, charitable giving, business planning, and more. Their team is comprised of over 50 professionals with over 70 designations and certifications, including J.D.s, CFP®s, CFAs, CIMA®s and a Ph.D., providing a deep-rooted knowledge base for tailor-made solutions. Wescott's commitment to its clients' success is evident in their dedication to creating proprietary digital and financial solutions like Entrada® and myWescottVault® which provide clients with a more holistic and streamlined approach to financial management.

Wescott offers a comprehensive benefits package to employees, including competitive salary and profit-sharing, a generous time off policy, health insurance, dental insurance, vision insurance, life insurance, short-term disability, long-term disability, a 401k plan with company match, and paid parental leave. The company also offers a Volunteer Time Off (VTO) program, which allows employees to volunteer in the community and be paid for their time. Wescott is a certified B Corporation, which means the company meets high standards of verified performance, accountability, and transparency on factors such as employee benefits and charitable giving.

Wescott Financial Advisory Group is an independent, SEC-registered, fee-only investment advisory and wealth management firm committed to achieving client goals. They pride themselves on their Life-Minded Wealth® approach, which integrates financial expertise with life expertise to help clients see all sides of every financial decision. With a team of interdisciplinary experts including J.D.s, LL.M.s, CPAs, a Ph.D., MBAs, CFP®s, CIMA® and CLUs, Wescott provides customized advice and strategies based on each client’s specific needs. They are a certified B Corp, demonstrating their commitment to using business as a force for good by investing in people, communities and the planet.

Wescott Financial Advisory Group cultivates a culture focused on client service excellence, driven by a team of interdisciplinary experts with a deep commitment to community involvement. They value diversity and inclusivity, prioritizing employee well-being and encouraging philanthropic efforts. This collaborative, results-driven environment promotes a sense of shared purpose, where personal and professional growth are encouraged, and a commitment to integrity and ethical conduct is paramount.

Wescott Financial Advisory Group prioritizes diversity and encourages female representation at all levels of the firm, believing that unique perspectives lead to better outcomes for everyone. The company fosters a culture of inclusivity and supports community involvement through the Volunteer Time Off program, promoting a caring and supportive environment for team members, clients, and communities. Wescott's commitment to diversity, equity, and inclusion is reflected in its high score on the B Impact Assessment, which led to its Certified B Corporation designation.