Julian Treves
Merion Personal Finance LLC · Merion Station, Pennsylvania
Julian Treves is a fee-only financial advisor at Merion Personal Finance LLC in Merion Station, Pennsylvania, who holds the CFP and MBA credentials.
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Facts
| Firm | Merion Personal Finance LLC |
|---|---|
| Based in | Merion Station, Pennsylvania |
| Credentials | CFP · MBA |
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Questions about Julian
Is Julian Treves a fee-only financial advisor?
Yes. Julian Treves is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
Where is Julian Treves based?
Julian Treves is based in Merion Station, Pennsylvania.
What credentials does Julian Treves hold?
Julian Treves holds the CFP and MBA credentials.
How do I contact Julian Treves?
Contact details aren't on file yet. Search for Merion Personal Finance LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Directory listing last checked April 21, 2026.
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