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.
Company Details
Your Dedicated Fiduciary® Questions
Your Dedicated Fiduciary®'s website is http://www.yourdedicatedfiduciary.com
Your Dedicated Fiduciary®'s LinkedIn profile is https://www.linkedin.com/company/yourdedicatedfiduciary
Your Dedicated Fiduciary® has
2 employees.
View email and phone details for 2
employees at Your Dedicated Fiduciary®.
Your Dedicated Fiduciary®'s industry is
Financial Services
Your Dedicated Fiduciary®'s top competitors are
Securitas1031, Llc,
Rbr Insurance Group, Llc,
1040taxresolution.com,
Avalon Synergy,
3rd Party People,
Profeshh,
Austin Investor Interests Llc,
Overstep Solutions Llc,
Epitome Financial,
Providence Tax & Finance Management, Llc.
Your Dedicated Fiduciary®'s categories are Financial Services
Your Dedicated Fiduciary®'s founding year is 2015
