Your Dedicated Fiduciary® Wealth Strategist & Founder D. Vance Barse, CPWA®, AIF® discusses the #1 concern he is hearing from clients right now: taxes.  He also outlines Morningstar’s updated categories, reflects on what it was like leading a company through a pandemic, and shares his long-term outlook on the financial services industry.

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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?

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