Your Dedicated Fiduciary®
Company

Your Dedicated Fiduciary®

Financial Services 130 N Preston Rd 2 employees
Employees
2
Contacts
1
Emails
1

Your Dedicated Fiduciary® Overview

Headquarters
130 N Preston Rd
Industry
Financial Services
Employees
2
Founded
2015
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Your Dedicated Fiduciary®

I’m Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®. For nearly 10 years, I was an investment consultant to leading private wealth and retail financial advisors throughout the U.S. I saw first-hand that many advisors are constrained in their approach to planning, often leaving clients underserved. I became a wealth strategist and founded Your Dedicated Fiduciary® with a simple mission: to be authentic, transparent, and have a positive impact on the lives of my clients. Your Dedicated Fiduciary® dutifully serves high-net-worth individuals, families, and business owners with a full range of wealth preservation, estate planning, and tax minimization strategies that many advisors overlook. Whether you already have an advisor, or you’re looking for an advisor with advanced planning skills, we can help. Please contact us for a free 15-minute consultation. D. Vance Barse (CA Insurance #0L70885) is an investment adviser representative with and offers advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.

Your Dedicated Fiduciary® Contact Details

People in AeroLeads
1
With contact data
1
Email contacts
1
100.0% coverage

Your Dedicated Fiduciary® Org Chart

Sample employees and titles
Name Title Contact
Vance Barse, Cpwa®, Aif® Wealth Strategist & Founder of Your
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