{"id":132,"date":"2020-12-17T14:44:49","date_gmt":"2020-12-17T14:44:49","guid":{"rendered":"https:\/\/yourdf.net\/?page_id=132"},"modified":"2026-07-31T15:08:11","modified_gmt":"2026-07-31T22:08:11","slug":"home-2","status":"publish","type":"page","link":"https:\/\/yourdedicatedfiduciary.com\/","title":{"rendered":"Home Page Fiduciary Wealth Management"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(0,0,0,0.5)&#8221; bottom_divider_style=&#8221;arrow&#8221; bottom_divider_color=&#8221;#081b33&#8243; bottom_divider_style_tablet=&#8221;arrow&#8221; bottom_divider_style_phone=&#8221;arrow&#8221; bottom_divider_style_last_edited=&#8221;on|phone&#8221; bottom_divider_height_tablet=&#8221;&#8221; bottom_divider_height_phone=&#8221;55px&#8221; bottom_divider_height_last_edited=&#8221;on|phone&#8221; animation_direction=&#8221;right&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_slider show_arrows=&#8221;off&#8221; show_pagination=&#8221;off&#8221; use_bg_overlay=&#8221;on&#8221; bg_overlay_color=&#8221;rgba(0,0,0,0.6)&#8221; use_text_overlay=&#8221;off&#8221; arrows_custom_color=&#8221;RGBA(255,255,255,0)&#8221; dot_nav_custom_color=&#8221;RGBA(255,255,255,0)&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;85px&#8221; header_line_height=&#8221;1.2em&#8221; background_color=&#8221;RGBA(255,255,255,0)&#8221; custom_margin=&#8221;|||-20px|false|false&#8221; animation_direction=&#8221;left&#8221; auto=&#8221;on&#8221; auto_ignore_hover=&#8221;on&#8221; scroll_fade_enable=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_slide heading=&#8221;Fiduciary Financial Advisors&#8221; button_text=&#8221;Schedule a free assessment now&#8221; button_link=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjE0MDkifX0=@&#8221; use_bg_overlay=&#8221;off&#8221; use_text_overlay=&#8221;off&#8221; arrows_custom_color=&#8221;RGBA(255,255,255,0)&#8221; dot_nav_custom_color=&#8221;RGBA(255,255,255,0)&#8221; heading_tablet=&#8221;Your Dedicated Fiduciary\u00ae&#8221; heading_phone=&#8221;Your Dedicated Fiduciary\u00ae&#8221; heading_last_edited=&#8221;on|phone&#8221; content_tablet=&#8221;<\/p>\n<p>AUTHENTICITY. TRANSPARENCY. VALUE.<\/p>\n<h1>San Diego, CA<\/h1>\n<p>We specialize in wealth preservation, estate planning, tax reduction, and financial planning strategies that <em>other advisors often overlook<\/em>.<\/p>\n<p>&#8221; content_phone=&#8221;<\/p>\n<p>AUTHENTICITY. TRANSPARENCY. 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_module_preset=&#8221;default&#8221; text_font=&#8221;Futura PT||||||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1><strong>A Certified Private Wealth Adviso<\/strong><strong>r\u00ae <\/strong><strong>Practitioner\u00a0<\/strong><\/h1>\n<p>&nbsp;<\/p>\n<p>Founder Vance Barse is a Certified Private Wealth Advisor\u00ae (CPWA\u00ae) and Accredited Investment Fiduciary\u00ae (AIF\u00ae) 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\u00ae to provide an innovative planning model in fiduciary wealth management for clients nationwide.<br \/>\n[\/et_pb_text][et_pb_button button_url=&#8221;\/about-us\/&#8221; button_text=&#8221;Read More About Us&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#e54a35&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_video src=&#8221;https:\/\/youtu.be\/EsPNBiMJY-8&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_video][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#666666&#8243; text_font_size=&#8221;12px&#8221; text_line_height=&#8221;1.8em&#8221; 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follow_button=&#8221;off&#8221; url_new_window=&#8221;on&#8221;]facebook[\/et_pb_social_media_follow_network][\/et_pb_social_media_follow][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/yourdedicatedfiduciary.com\/wp-content\/uploads\/2020\/12\/AdobeStock_103809407.jpg&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; custom_padding=&#8221;0px||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(0,6,51,0.75)&#8221; width=&#8221;100%&#8221; max_width=&#8221;2560px&#8221; custom_padding=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#ffffff&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;48px&#8221; width=&#8221;70%&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;80px|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1 style=\"text-align: center;\">A Comprehensive Approach to Wealth Management<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_5,1_5,1_5,1_5,1_5&#8243; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(0,6,51,0.75)&#8221; width=&#8221;100%&#8221; max_width=&#8221;2560px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#ffffff&#8221; custom_margin=&#8221;|0px|15px|0px|false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: left;\">BUSINESS OWNERS<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#ffffff&#8221; custom_margin=&#8221;|0px|5px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover_enabled=&#8221;off|desktop&#8221;]INDIVIDUALS &amp; FAMILIES<br \/>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; 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_builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#ffffff&#8221; custom_margin=&#8221;|0px|15px|0px|false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: left;\">WEALTH STRATEGIST<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#ffffff&#8221; custom_margin=&#8221;|0px|5px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover_enabled=&#8221;off|desktop&#8221;]ASSET PROTECTION<br \/>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#ffffff&#8221; custom_margin=&#8221;||5px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: left;\">CHARITABLE GIVING<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; disabled_on=&#8221;off|off|on&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/yourdedicatedfiduciary.com\/wp-content\/uploads\/2020\/12\/AdobeStock_103809407.jpg&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; custom_padding=&#8221;0px||0px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(0,6,51,0.75)&#8221; width=&#8221;100%&#8221; max_width=&#8221;2560px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#ffffff&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;48px&#8221; width=&#8221;82%&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;80px|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1 style=\"text-align: center;\">A Comprehensive Approach to Wealth Management<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_5,1_5,1_5,1_5,1_5&#8243; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(0,6,51,0.75)&#8221; width=&#8221;100%&#8221; max_width=&#8221;2560px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#ffffff&#8221; custom_margin=&#8221;|0px|15px|0px|false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\">BUSINESS OWNERS<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#ffffff&#8221; custom_margin=&#8221;|0px|5px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover_enabled=&#8221;off|desktop&#8221;]<\/p>\n<p style=\"text-align: center;\">INDIVIDUALS &amp; FAMILIES<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#ffffff&#8221; custom_margin=&#8221;||5px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\">INVESTMENTS<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_5,1_5,1_5,1_5,1_5&#8243; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;rgba(0,6,51,0.75)&#8221; width=&#8221;100%&#8221; max_width=&#8221;2560px&#8221; custom_padding=&#8221;||50px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#ffffff&#8221; custom_margin=&#8221;|0px|15px|0px|false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\">WEALTH STRATEGIST<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#ffffff&#8221; custom_margin=&#8221;|0px|5px|0px|false|false&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover_enabled=&#8221;off|desktop&#8221;]<\/p>\n<p style=\"text-align: center;\">ASSET PROTECTION<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#ffffff&#8221; custom_margin=&#8221;||5px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: center;\">CHARITABLE GIVING<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;120px|||||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_3,2_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/yourdedicatedfiduciary.com\/wp-content\/uploads\/2026\/07\/Millionaires-Guide-to-Hiring-the-Right-Financial-Advisor-2022.webp&#8221; alt=&#8221;Millionaires Guide to Hiring the Right Financial Advisor&#8221; title_text=&#8221;Millionaires-Guide-to-Hiring-the-Right-Financial-Advisor-2022&#8243; _builder_version=&#8221;4.27.7&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;40px&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;||0px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4 style=\"text-align: left;\">Request your eBook<\/h4>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_text_color=&#8221;#ad2c18&#8243; header_font_size=&#8221;40px&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;||8px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1 style=\"text-align: left;\">The Millionaire&#8217;s Guide to Hiring the Right Financial Advisor<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; header_font_size=&#8221;40px&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: left;\">Get the inside scoop from an industry veteran.<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]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.<br \/>\n[\/et_pb_text][et_pb_text _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;] <script charset=\"utf-8\" type=\"text\/javascript\" src=\"https:\/\/js.hsforms.net\/forms\/embed\/v2.js\"><\/p>\n<p>  <\/script><br \/>\n<script>\n hbspt.forms.create({\n  region: \"na1\",\n  portalId: \"23496578\",\n  formId: \"08ecadf8-c7a3-4124-b477-61c6143a4316\",\n });\n<\/script>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||0px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; max_width=&#8221;850px&#8221; custom_margin=&#8221;2px|auto||auto||&#8221; custom_padding=&#8221;100px|6%|100px|6%|true|true&#8221; custom_padding_tablet=&#8221;|0%||0%|true|true&#8221; custom_padding_phone=&#8221;&#8221; border_width_top=&#8221;2px&#8221; border_color_top=&#8221;#D6D6D6&#8243; border_style_bottom=&#8221;groove&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;52px&#8221; text_line_height=&#8221;1em&#8221; header_text_color=&#8221;#7cda24&#8243; header_2_text_align=&#8221;center&#8221; header_2_font_size=&#8221;50px&#8221; header_2_line_height=&#8221;1.2em&#8221; custom_margin=&#8221;||10px||false|false&#8221; header_2_font_size_tablet=&#8221;40px&#8221; header_2_font_size_phone=&#8221;30px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><span style=\"color: #000000;\">Let&#8217;s Chat.<\/span><\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#000000&#8243; text_line_height=&#8221;1.8em&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;||40px||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]Are you a high-net-worth individual, executive, business owner, or family? 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_module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div class=\"axlegroup-location\"><!-- [et_pb_line_break_holder] -->  <\/p>\n<div><!-- [et_pb_line_break_holder] -->    <\/p>\n<div><!-- [et_pb_line_break_holder] -->      <strong>San Diego<\/strong><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/p>\n<div><!-- [et_pb_line_break_holder] -->      401 B Street, Suite 2300<!-- [et_pb_line_break_holder] -->      <!\u2013- [et_pb_br_holder] -\u2013><!-- [et_pb_line_break_holder] -->      San Diego, CA 92101<!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <!-- [et_pb_line_break_holder] -->  <\/p>\n<div><!-- [et_pb_line_break_holder] -->    <\/p>\n<div><!-- [et_pb_line_break_holder] -->      <strong>Dallas<\/strong><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div><!-- [et_pb_line_break_holder] -->      130 N Preston Road, Suite 100-519<!-- [et_pb_line_break_holder] -->      <!\u2013- [et_pb_br_holder] -\u2013><!-- [et_pb_line_break_holder] -->      Prosper, TX 75078<!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <!-- [et_pb_line_break_holder] -->  <\/p>\n<div><!-- [et_pb_line_break_holder] -->    <\/p>\n<div><!-- [et_pb_line_break_holder] -->      <strong>Lodi<\/strong><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div><!-- [et_pb_line_break_holder] -->      1040 W Kettleman Lane, Suite 1B #1031<!-- [et_pb_line_break_holder] -->      <!\u2013- [et_pb_br_holder] -\u2013><!-- [et_pb_line_break_holder] -->      Lodi, CA 95240<!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<style><!-- [et_pb_line_break_holder] -->  .axlegroup-location > div {<!-- [et_pb_line_break_holder] -->      margin-bottom: 1rem;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] -->  .axlegroup-location {<!-- [et_pb_line_break_holder] -->    gap: 1rem;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] -->  @media (min-width: 500px) {<!-- [et_pb_line_break_holder] -->    .axlegroup-location {<!-- [et_pb_line_break_holder] -->      display: grid;<!-- [et_pb_line_break_holder] -->      grid-column: 1px solid;<!-- [et_pb_line_break_holder] -->      grid-template-columns: repeat(3, minmax(0, 1fr));<!-- [et_pb_line_break_holder] -->    }<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><\/style>\n<p>[\/et_pb_code][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#e54a35&#8243; text_letter_spacing=&#8221;1px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>(844) PLAN-YDF<br \/><a href=\"https:\/\/assets.ctfassets.net\/a320zjmb1inn\/2i7OtNINj5zCRE0BsKWBSC\/1df3d497e9975993086aaee3b4dd33a3\/Form_CRS_online.pdf\" target=\"_blank\" rel=\"noopener\">Customer Relationship form<\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_line_height=&#8221;1.6em&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Subscribe to our mailing list<\/p>\n<p>[\/et_pb_text][et_pb_code _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<script charset=\"utf-8\" type=\"text\/javascript\" src=\"https:\/\/js.hsforms.net\/forms\/embed\/v2.js\"><\/script><!-- [et_pb_line_break_holder] --><script><!-- [et_pb_line_break_holder] -->  hbspt.forms.create({<!-- [et_pb_line_break_holder] -->    region: \"na1\",<!-- [et_pb_line_break_holder] -->    portalId: \"23496578\",<!-- [et_pb_line_break_holder] -->    formId: \"6a6fffdb-6c15-427d-926e-4fefa330f1b3\"<!-- [et_pb_line_break_holder] -->  });<!-- [et_pb_line_break_holder] --><\/script>[\/et_pb_code][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.19.1&#8243; _module_preset=&#8221;default&#8221; text_line_height=&#8221;1.6em&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>The Wealth Strategists of Your Dedicated Fiduciary\u00ae are investment advisor representatives with and offer advisory services through Commonwealth Financial Network\u00ae, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.<\/p>\n<p>This communication is strictly intended for individuals residing in the United States.<\/p>\n<p>Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.<\/p>\n<p>[\/et_pb_text][et_pb_social_media_follow icon_color=&#8221;#000000&#8243; use_icon_font_size=&#8221;on&#8221; icon_font_size=&#8221;18px&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_enable_color=&#8221;off&#8221; text_orientation=&#8221;center&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; icon_color__hover_enabled=&#8221;on|hover&#8221; icon_color__hover=&#8221;#8c8c8c&#8221;][et_pb_social_media_follow_network social_network=&#8221;linkedin&#8221; url=&#8221;https:\/\/www.linkedin.com\/in\/vancebarse\/&#8221; icon_color=&#8221;rgba(8,27,51,0.8)&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_enable_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; follow_button=&#8221;off&#8221; url_new_window=&#8221;on&#8221;]linkedin[\/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=&#8221;twitter&#8221; url=&#8221;https:\/\/twitter.com\/VanceBarse&#8221; icon_color=&#8221;rgba(8,27,51,0.8)&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_enable_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; follow_button=&#8221;off&#8221; url_new_window=&#8221;on&#8221;]twitter[\/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=&#8221;facebook&#8221; url=&#8221;https:\/\/www.facebook.com\/YourDedicatedFiduciary\/&#8221; icon_color=&#8221;rgba(8,27,51,0.8)&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#3b5998&#8243; background_enable_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; follow_button=&#8221;off&#8221; url_new_window=&#8221;on&#8221;]facebook[\/et_pb_social_media_follow_network][\/et_pb_social_media_follow][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Strategic Wealth Management, Retirement Planning, Estate Planning, and Tax Reduction StrategiesAS SEEN ON&#8230; AS SEEN ON&#8230; A Certified Private Wealth Advisor\u00ae Practitioner\u00a0 &nbsp; Founder Vance Barse is a Certified Private Wealth Advisor\u00ae (CPWA\u00ae) and Accredited Investment Fiduciary\u00ae (AIF\u00ae) practitioner. After nearly a decade as an investment consultant to leading financial advisors and wealth management firms [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"<!-- wp:divi\/placeholder \/-->","_et_gb_content_width":"","content-type":"","cybocfi_hide_featured_image":"","footnotes":""},"class_list":["post-132","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Fiduciary Financial Advisors Dallas, TX and San Diego, CA<\/title>\n<meta name=\"description\" content=\"Wealth management for high-net-worth individuals and families; estate planning, tax-efficient strategies, investments, and asset protection.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/yourdedicatedfiduciary.com\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Fiduciary Financial Advisors Dallas, TX and San Diego, CA\" \/>\n<meta property=\"og:description\" content=\"Wealth management for high-net-worth individuals and families; 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