Asset Planning Services Is Now Part of Wescott Financial Advisory Group

The Financial Advisors You Know and Trust, Backed by an Expanded Team of Wealth Management Professionals


We are pleased to announce that Asset Planning Services, LTD. (APS) has merged with Wescott Financial Advisory Group LLC., an independent registered investment advisory (RIA) and wealth management firm headquartered in Philadelphia, Pennsylvania.

Our two firms have like-minded philosophies, values and client-first mindsets, and by joining together, we are strengthening our core offerings and deepening our resources. In all, this partnership strengthens our ability to provide unparalleled service to our clients and continue to help you meet your financial and investing goals throughout your lives.

Moving forward, our Merck* families will continue to be served by us under the APS Powered by Wescott brand. We look forward to this exciting new chapter with our growing team and valued clients.

Fondly,

A Collaborative Approach, Centered on Your Success


Your APS team will stay the same, and they’ll have access to Wescott’s operational infrastructure, technology offering and additional expertise.

Our rich legacy of supporting Merck* families will remain intact. APS Powered by Wescott will continue to provide tailored solutions for Merck families.

We will continue to serve you out of our Harleysville, PA office, but now also have a Philadelphia location to call a second home.

All of Wescott’s services and Life-Minded Wealth® approach, a single advisory service integrating financial assets and mindsets, will be available to you.

We will continue to focus on advancing equality in our industry through D&I initiatives and workplace culture.

We remain committed to building a stronger community through philanthropic endeavors, volunteer efforts and partnerships with local and national nonprofits.

Award-Winning Advice and Service


Barron’s Top 1200 Financial Advisors

2014 through 2021

B Corp U.S. Best for Workers

2021

Barron’s Top 100 Independent Advisors

2009 through 2021

Forbes Best-in-State Wealth Advisor

2021

Barron’s Hall of Fame Advisors

Inducted in 2019

Our Commitment to Your Success


Founded in 1987 as a fee-only fiduciary by Grant Rawdin, Esq., Founder and CEO, from his tax and business practice at national law firm Duane Morris LLP, Wescott Financial Advisory Group is an award-winning independent registered investment advisor (RIA) and wealth management firm with more than $3.5 billion in assets under management. We are headquartered in Philadelphia, Pennsylvania, with additional offices in Harleysville, Pennsylvania, Fort Washington, Pennsylvania, Miami, Florida and nationwide.

Unlike many firms that view wealth in a vacuum, we integrate financial expertise and life expertise into a single financial planning service that helps clients see all sides of every financial decision.

From asset management to estate planning, family office services, retirement planning and tax planning, Wescott’s team of professionals is here to guide you every step of the way, at every stage of life, on your financial journey. Your wealth is personal. And so is our approach to managing your assets.

*The use of Merck’s name is neither a testimonial nor endorsement of Wescott, APS Powered by Wescott or Wescott’s wealth management services by Merck & Co., Inc. (“Merck”), or any current or former employee of Merck. Additionally, Merck does not recommend, employ, or contract with Wescott to provide these services to Merck, or any of its employees. Merck’s name is strictly used to identify APS Powered by Wescott’s selective client niche, as determined solely by Wescott. Wescott provides holistic wealth management services to individuals and families with all work backgrounds, while APS Powered by Wescott primarily focuses on building relationships and sharing our more concentrated knowledge exclusively about, and for, Merck executives/retirees and their families, when selected to do so by those individuals.