Your Dedicated
Fiduciary®

AUTHENTICITY. TRANSPARENCY. VALUE.

We specialize in wealth preservation, estate planning, tax reduction, and financial planning strategies that other advisors often overlook.

AS SEEN ON

Your in-house, right-hand financial consultant for planning decisions

Vance Barse, AIF® spent nearly a decade as an investment consultant to leading financial advisors and wealth management firms throughout the U.S. He saw first-hand that many advisors are constrained in their approach to planning, often leaving clients underserved. Vance founded Your Dedicated Fiduciary® to provide an innovative planning paradigm in fiduciary wealth management for select clients nationwide. 

Vance Barse, AIF®, Wealth Strategist & Founder, introduces Your Dedicated Fiduciary®.

A Personal Approach to Comprehensive Planning

BUSINESS OWNERS

  • Multi-entity planning
  • Qualified retirement plans
  • Key person/executive benefits
  • Deferred compensation plans
  • Succession planning

INDIVIDUALS & FAMILIES

  • Advanced Trust Planning*
  • Multi-generational asset transfer
  • Family heritage statements
  • Irrevocable life insurance trusts*
  • Concentrated stock position & real estate strategies

INVESTMENTS

  • Tax-smart investing
  • Individual retirement accounts
  • College savings & 529 plans
  • Fee-based alternative investments
  • Fee-based real estate investment trusts

WEALTH STRATEGIST

  • Unify team of allied professionals
  • Investment advisor accountability
  • Foster family unity
  • Family education
  • Implement overlooked advanced planning strategies

ASSET PROTECTION

  • Buy/Sell planning
  • Life insurance
  • Disability insurance
  • Long-term care insurance
  • Fee-based Annuities

CHARITABLE GIVING

  • Donor-advised funds
  • Charitable trusts*
  • Grantor retained trusts*
  • Charitable gift annuities
  • Foundation planning

A Personal Approach to Comprehensive Planning

BUSINESS OWNERS

  • Multi-entity planning
  • Qualified retirement plans
  • Key person/executive benefits
  • Deferred compensation plans
  • Succession planning

INDIVIDUALS & FAMILIES

  • Advanced Trust Planning*
  • Multi-generational asset transfer
  • Family heritage statements
  • Irrevocable life insurance trusts*
  • Concentrated stock position & real estate strategies

INVESTMENTS

  • Tax-smart investing
  • Individual retirement accounts
  • College savings & 529 plans
  • Fee-based alternative investments
  • Fee-based real estate investment trusts

WEALTH STRATEGIST

  • Unify team of allied professionals
  • Investment advisor accountability
  • Foster family unity
  • Family education
  • Implement overlooked advanced planning strategies

ASSET PROTECTION

  • Buy/Sell planning
  • Life insurance
  • Disability insurance
  • Long-term care insurance
  • Fee-based Annuities

CHARITABLE GIVING

  • Donor-advised funds
  • Charitable trusts*
  • Grantor retained trusts*
  • Charitable gift annuities
  • Foundation planning

Download

The Millionaire’s Guide to Hiring the Right Financial Advisor

Get the inside scoop from an industry expert.

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.

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Vance Barse, AIF®

Wealth Strategist & Founder of Your Dedicated Fiduciary®

Hi, I’m Vance Barse, AIF®. For nearly a decade, I was an investment consultant to leading financial advisors and private wealth management firms nationwide. I saw first-hand that many advisors are constrained in their approach to planning, often leaving their clients underserved.

I founded Your Dedicated Fiduciary® with a simple mission: to be authentic, transparent, and have a positive impact on the lives of our clients.

We serve select individuals, families, executives, and business owners nationwide with a full range of wealth preservation, estate planning, tax reduction, and financial planning strategies that many advisors overlook. Whether you have an advisor, or you’re looking for an advisor with advanced planning skills, we can help. Contact us for a consultation.

The News section offers our latest thoughts on investing, financial planning, tax minimization strategies, and life in general. And don’t forget the Events section: perhaps we can meet while I’m visiting clients in your area or speaking at a conference — or maybe you’d like to attend one of our Zoom-based cooking classes!

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.

Schedule a Free Introduction

Download Free eBook

The Millionaire’s Guide to Hiring the Right Financial Advisor

Get the inside scoop from an industry expert. 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?

Check your email for your download link.