Meet the Advisors.

Julian is an investment advisor and financial planner who enjoys helping clients with their overall finances and specializes in educational finances, college pricing and small business/401k implementations and management.

Julian worked for several decades in corporate finance and financial planning, eventually serving as a Treasurer for an NYSE-listed firm. In the last few years, he has been helping families with fee-only financial advice. He strongly believes in the fiduciary standard, which has created a sea change among financial advisors. He very much enjoys working with families to help them achieve their financial goals and reduce their levels of “money stress”.

Julian holds an MBA from Columbia and series 63 and 65 certifications. He lives outside of Philadelphia with his family. His passions include music, spending time with his family, and sports involving 22 people on the field/pitch.