- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Philadelphia, PA 19103-4196
Grant Rawdin is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Grant Rawdin is Founder and CEO of Wescott. He founded the firm in 1987, which grew from the tax, business and estate services he provided to clients at Duane Morris LLP, a venerable AMLaw 100 law firm. Grant is an attorney, an accountant and a Certified Financial Planner™ and has served as advisor to many businesses, providing strategic, ongoing, and merger and acquisition advice. He is admitted to both the Pennsylvania and New Jersey Bars.
Grant and Wescott are recognized as leading the investment and financial planning industry in innovation, growth and size. In 2015, he and the firm were named to the Top 25 Financial Advisors in the U.S. preeminent ranking lists of Barron’s, Forbes and CNBC. His articles, research and advice have been regularly featured in scores of national, local, popular and industry publications. He is also a frequent guest on television and radio, and a speaker on a variety of issues at national conferences.
Grant is a member of the Fidelity Institutional Wealth Services Advisor Council and the CNBC Digital Financial Advisor Council, and has served on the Charles Schwab and Co., Inc. Institutional Advisory Board. A leader of many financial and legal professional organizations, Grant currently serves as a member of the Board of Visitors of the Temple University Beasley School of Law, and as President of the Law School Foundation. In the Fall of 2015, he was inducted into Temple University’s Gallery of Success, an elite group of alumni who have established notable careers in their fields of study.
Civically, Grant serves as Chair of the Board of the nationally regarded Urban Affairs Coalition. UAC’s mission is to improve life’s chances for young people, low-income families and businesses by creating economic opportunities and strengthening non-profits in urban communities. The organization runs or partners in more than 70 substantive programs and has an annual budget over $30 million to accomplish its mission. In 2014, Grant was awarded the prestigious Doer Award, given by former Pennsylvania Governor Edward G. Rendell, for substantial and long-standing contributions to the community.
Grant also served for over a decade as board member and Chair of People’s Emergency Center, one of the largest providers of homeless shelter services, and developers of transitional and rental housing, and homes for ownership. For the expansion under his stewardship, Grant was awarded the Imprint Award. Grant is also the past Chair of PEC Foundation, past Chair of the corporate United Way Campaign, and has been on the boards of many other cultural, civic and charitable organizations.
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 Rydal, Pennsylvania with his wife, Laura Rawdin.