RIA Edge 100: How Wescott’s Obsession with Planning Paid Off
Wescott Financial Advisory, an employee-owned registered investment advisor based in Philadelphia, started in the late 1980s. Amid an industry stuffed with Brooks Brothers-wearing brokers dialing for dollars with cold-calling scripts, Wescott took a different tack. At the time, founder Grant Rawdin worked at a law firm, focusing on taxes. He liked his clients but found…