Wescott Financial Advisory Group LLC

Home
United States
Philadelphia, PA
Wescott Financial Advisory Group LLC

Directions Website

A wealth management firm with offices in Philadelphia, Harleysville and Miami.

10/15/2026

Ten honors in 2026, covering our culture, growth, and talent from early career to senior leadership.

Recognitions like these are a testament to how our firm invests in our advisors and team. At Wescott, collaboration is key – learning from one another at every career stage and focusing that shared passion on helping clients achieve their objectives.

Discover what these distinctions represent in our full press release: https://www.prnewswire.com/news-releases/wescott-financial-advisory-group-earns-ten-2026-honors-from-cnbc-barrons-forbes-and-leading-industry-publications-302907883.html

10/13/2026

Silver and Wescott now have something in common. Silver holds the 47th spot on the periodic table, and Wescott was just named No. 47 on the 2026 CNBC Financial Advisor 100 list of top financial advisory firms in the country.

Silver is durable and conducts electricity better than any other metal. Those qualities feel like a fair standard for the work we do: advice that holds up over time, communication and expertise that reaches the people we serve, and relationships that remain steady when markets and life events get uncomfortable.

This recognition belongs to our exceptional Wescott Team and to our clients who have built something enduring alongside us for nearly four decades.

If you're looking for an advisory relationship held to that standard, we'd welcome the conversation.

Awarded October 2026 – No fee was paid for participation in this ranking.

10/06/2026

Almost every financial decision is shaped by two things: your resources and your mindset.

This combination is at the core of Wescott’s Life-Minded Wealth® approach. When your financial decisions are aligned with your life objectives, aspirations, and values, you can feel more confident, clear, and purposeful.

See how it works → https://wescott.com/our-approach/life-minded-wealth/

10/01/2026

How much does your target-date retirement fund account for the possibility that you'll live to 90?

Target-date funds are the default choice for millions of Americans, but a longer life expectancy creates a problem that most of those funds weren't designed to solve.

Wescott’s Senior Financial Advisor, Jimmy Ciamacco, was recently quoted in MarketWatch on whether the structure of target-date funds is keeping pace with how long people are living.

09/24/2026

Women navigating retirement today are doing so much more than managing a pension or a checking account.

They are embarking on a major financial life transition that requires securing their financial future to achieve peace of mind and personal goals.

Wescott’s Senior Financial Advisor, Becki Iacopelli, MT, CFP®, CFA's, recent article in Kiplinger focuses on the six financial priorities every woman should consider, from securing liquidity to planning for a retirement that could span 30 years (or more). Read about her insights in the full article here: https://www.kiplinger.com/retirement/retirement-planning/financial-tips-for-women-taking-the-retirement-lead

09/22/2026

Marking nearly two decades of recognition, Barron’s has once again named our Founder and CEO, Grant Rawdin (and Wescott) as one of their 2026 Top 100 Independent Advisors.

In 2019, Barron's inducted Grant into its Hall of Fame to commemorate him being a consistently featured name on this ranking for ten years or more. These honors help illustrate over four decades of dedication that Grant has given to Wescott, the industry, and the clients he continues to serve with pride and compassion.

To a career and a life to be deeply proud of today and always, Cheers, Grant!

Awarded September 2026 – No fee was paid for participation in this ranking.

09/17/2026

Jimmy Ciamacco was named a Rising Star of the Year honoree by Wealth Management at their 2026 Wealthies Gala held in NYC!

This honor is a reflection of his “impact through leadership, innovation, business growth and a commitment to moving the industry forward”. Jimmy shows up for clients, and colleagues, every day, with genuine care, rigor, and a positive mindset. Not only are we proud to have him as a beloved member our team, we are even more excited to support him as he continues to build towards his bright future within the profession.

Congratulations, Jimmy! Here’s to your many achievements and all the exciting milestones that await you!

Awarded September 2026 – No fee was paid for participation in this award.

09/15/2026

Two finalists. One firm.

ThinkAdvisor has named two Wescott team members as finalists in their 2026 Luminaries Awards, RIAs Less Than $10 Billion AUM/AUA category:

• Grant Rawdin, Founder and CEO, for CEO of the Year
• Ollisha Fisher, Associate Financial Advisor, as a Next-Gen Rising Star

This recognition reflects the standard our team holds itself to every day. Congratulations, Grant and Ollisha!

September 2026 – No fee was paid for consideration for these nominations.

09/10/2026

The 10-year Treasury just hit its highest level since 2023, and bond investors are feeling the pressure.

Our Chief Investment Officer, Mark McCarron, recently spoke with CNBC about his response to the recent bond market sell-off, including why it's important to stay high-quality, short-duration, and protected during this period:
https://www.cnbc.com/2026/09/02/bond-market-selloff-rates-fixed-income-treasury-yields.html

Address

30 South 17th Street
Philadelphia, PA
19103

Website

http://www.wescott.com/

Alerts

Be the first to know and let us send you an email when Wescott Financial Advisory Group LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed finance company in Philadelphia?