RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

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March 11, 2025 • 37 mins

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 …

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin