Fiduciary financial advisor Vance Barse discusses misconception number five–”My Firm Doesn’t Charge Fees”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary, download “Fiduciary Wealth Management:...
Fiduciary financial advisor Vance Barse discusses misconception number five–”My Firm Doesn’t Charge Fees”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary, download “Fiduciary Wealth Management:...
Vance Barse joined Rod Hatley, wealth preservation attorney, to discuss advanced planning strategies for high-net-worth and ultra-high-net-worth profiles. These strategies help keep as much money in the estate as possible, reduce taxes, and prevent heirs from fighting...
Danielle DiMartino-Booth is one of the leading economic thought leaders in the nation. You may recognize her from one of her many weekly television appearances. In short, she’s a big deal in finance. Danielle invited economist Eric Basmajian and me to sit down...
Financial Advisor in Prosper, TX Looking for a financial advisor in Prosper, TX? If so, you’re in the right place. I’m Vance Barse, CPWA®, AIF®, and I taught leading financial advisors nationwide for a decade before founding Your Dedicated Fiduciary®. My firm has an...
Looking for a financial advisor in San Diego, CA If so, you’re in the right place. I’m Vance Barse, CPWA®, AIF®, and I taught leading financial advisors nationwide for a decade before founding Your Dedicated Fiduciary®. My firm is based right here in San Diego, CA. In...
