AS SEEN ON…
AS SEEN ON…
A Certified Private Wealth Advisor® Practitioner
Founder Vance Barse is a Certified Private Wealth Advisor® (CPWA®) and Accredited Investment Fiduciary® (AIF®) practitioner. After nearly a decade as an investment consultant to leading financial advisors and wealth management firms throughout the U.S., Vance saw first-hand that many advisors are constrained in their approach to planning. These constraints often left clients underserved. Vance founded Your Dedicated Fiduciary® to provide an innovative planning model in fiduciary wealth management for clients nationwide.
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder, introduces Your Dedicated Fiduciary®.
A Comprehensive Approach to Wealth Management
BUSINESS OWNERS
INDIVIDUALS & FAMILIES
INVESTMENTS
WEALTH STRATEGIST
ASSET PROTECTION
CHARITABLE GIVING
A Comprehensive Approach to Wealth Management
BUSINESS OWNERS
INDIVIDUALS & FAMILIES
INVESTMENTS
WEALTH STRATEGIST
ASSET PROTECTION
CHARITABLE GIVING
Request your eBook
The Millionaire’s Guide to Hiring the Right Financial Advisor
Get the inside scoop from an industry veteran.
Looking for the best financial advisor for you? What are the right questions to ask when hiring a financial advisor? Is there something more your financial advisor could be doing for you? Get your free guide featuring insider tips and tricks that Vance Barse learned in the years he spent consulting leading financial advisors and wealth management firms nationwide.
Let’s Chat.
Are you a high-net-worth individual, executive, business owner, or family? Let us show you how we can help, even if you currently have a financial advisor, accountant, and estate planner. You can reach us via the contact form below or call (844) PLAN-YDF.