Fiduciary Financial Advisors

Strategic Wealth Management, Retirement Planning, Estate Planning, and Tax Reduction Strategies

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A Certified Private Wealth Advisor® Practitioner

Founder Vance Barse is a Certified Private Wealth Advisor® (CPWA®) and Accredited Investment Fiduciary® (AIF®) 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® to provide an innovative planning model in fiduciary wealth management for clients nationwide.

A Comprehensive Approach to Wealth Management

BUSINESS OWNERS

INDIVIDUALS & FAMILIES

INVESTMENTS

WEALTH STRATEGIST

ASSET PROTECTION

CHARITABLE GIVING

A Comprehensive Approach to Wealth Management

BUSINESS OWNERS

INDIVIDUALS & FAMILIES

INVESTMENTS

WEALTH STRATEGIST

ASSET PROTECTION

CHARITABLE GIVING

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The Millionaire’s Guide to Hiring the Right Financial Advisor

Get the inside scoop from an industry veteran.

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.

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.

San Diego

401 B Street, Suite 2300
San Diego, CA 92101

Dallas

130 N Preston Road, Suite 100-519
Prosper, TX 75078

Lodi

1040 W Kettleman Lane, Suite 1B #1031
Lodi, CA 95240

(844) PLAN-YDF
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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.

This communication is strictly intended for individuals residing in the United States.

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.