Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethany? Claim Your ProfileBethany Landis is a financial advisor at Wescott Financial Advisory Group LLC, located in Philadelphia, PA. Bethany has been in the industry since August 1999 and is a Certified Financial Planner. Bethany Landis is registered with the state of Pennsylvania as an investment advisor representative. The advisor specializes in providing financial planning, asset allocation, and family office solutions. Bethany has experience working with high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation, family office solution services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
01/13/2022 - Present
Wescott Financial Advisory Group LLC (PHILADELPHIA PA)
Active
Inactive
Not sure Bethany Landis is the right advisor for you? Invested Better is here to help.
