Wescott Financial Advisory Group

Experience Life-Minded Wealth® with Wescott​ At Wescott Financial Advisory, we take you beyond wealth management to achieve Life-Minded Wealth®. This personalized approach aligns your financial decisions with your life objectives, aspirations, and values . . . bringing more meaning to your assets than a narrow set of financial metrics. Wescott gives you... – A holistic wealth management team, including estate, tax, investment and insurance experts – Progress tracking with PerfectScore® so you always know you’re right on target – Boutique service with proactive communication and planning We’re proud to serve you as a certified B-Corp and an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Harleysville and Miami.