Vested Advisors

As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations.

Brandon May is a private client financial advisor at Citizens Securities, Inc. located in Wayne, PA. With a dedicated team of professionals, Brandon provides tailored financial planning services to help clients navigate their financial journey and achieve their unique goals. Citizens Private ClientTM, where Brandon is a part of, offers comprehensive financial planning solutions and exclusive rewards through CitizensPlusTM. Clients can expect personalized advice, access to qualified specialists, and a collaborative approach to creating a comprehensive financial plan aligned with their needs and goals.Generated from the website

Lovell Minnick Partners is a private equity firm focused on investments in the global financial services industry, including related technology and business services companies.