In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages $4 billion in AUM. Grant shares the story of founding his firm in 1987 as an offshoot of a law firm, his passion for client advocacy, and how the firm grew through strategic networking and a commitment to professional management. He emphasizes Wescott’s unique culture, including its B-Corp certification and involvement in the Net Positive Consortium for Wealth Management, as essential elements of its identity, and most important, talent retention.

Key takeaways from this episode include:

Resources:

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About Our Guest:

Grant Rawdin is the founder and CEO of Wescott.  Wescott grew from the tax, business and estate services he provided to clients at Duane Morris LLP, a venerable AMLaw 100 law firm; Wescott was founded in 1987.  Grant is an attorney, an accountant and a Certified Financial Planner® professional and has served as advisor to many businesses and families.  He is admitted to both the Pennsylvania and New Jersey Bars.

Grant is a graduate of Temple University Beasley School of Law and Temple University, where he received his B.A. in English Literature.  He is the very proud father of four children and resides in Philadelphia, Pennsylvania with his wife, Laura Rawdin.