Wescott Financial Acquires Asset Planning Services

INVESTMENT MANAGEMENT DEALS BLOG

January 6, 2022

On December 14, 2021, Wescott Financial Advisory Group announced that it had acquired Asset Planning Services, Ltd.

Under the terms of the transaction, Wescott Financial Advisory Group (“Wescott”) acquired Asset Planning Services, Ltd. (“APS”). Further terms of the deal were not disclosed.

Wescott, based in Philadelphia, Pennsylvania, is an independent wealth manager. Wescott has approximately $3.5 billion in assets under management.

APS, based in Harleysville, Pennsylvania, is a fee-only, multi-faceted wealth management firm that provides clients with guidance for the distribution, preservation and accumulation of wealth. APS manages approximately $800 million in assets.

To read the press release: please click here.