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Your Dedicated Fiduciary
  • about us
    • our team
    • our RIA
    • careers
  • services
  • insights
    • news
    • blog
    • video library
  • clients
    • client resources
    • client login
  • events
  • contact
  • free introduction
Why Did Vance Barse Become a Fiduciary Financial Advisor

Why Did Vance Barse Become a Fiduciary Financial Advisor

by Nick | Nov 10, 2022 | Uncategorized, Video

Vance Barse, CPWA®, AIF® introduces why he became a fiduciary financial advisor. Prior to founding Your Dedicated Fiduciary®, he spent a decade consulting leading financial advisors and wealth management firms nationwide. He founded Your Dedicated Fiduciary® because...
Certified Private Wealth Advisor® (CPWA®) Designation

Certified Private Wealth Advisor® (CPWA®) Designation

by Nick | Oct 19, 2022 | Uncategorized, Video

Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by the Investments & Wealth Institute to discuss the Certified Private Wealth Advisor® (CPWA®) designation. Download “Fiduciary Wealth Management: The...
Portfolio Strategies for a Bear Market

Portfolio Strategies for a Bear Market

by Vance Barse | Aug 1, 2022 | Blog, Financial Advisor, Financial Planning, Inflation, Investing, Markets, Portfolio Management, Roth Conversion, Tax, Uncategorized

Got the bear market blues? You’re not alone. While markets have had an unusually tough first-half of the year, all is not lost. A picture is worth a thousand words, so instead of getting into a bunch of economic jargon that will put most of you to sleep, let’s keep it...

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The Wealth Strategists of Your Dedicated Fiduciary® are investment advisor representatives with and offer advisory services through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

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