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’m Vance Barse, 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 nationwide. 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 our clients.
We dutifully serve high-net-worth individuals, families, business owners, and executives 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 complimentary consultation.
To see Your Dedicated Fiduciary® in the media and learn our latest thoughts on investing, financial planning, tax reduction strategies, liquidity event planning, family unity, and more, please visit News. We invite you to get more acquainted with the firm by enjoying this short video introducing Your Dedicated Fiduciary®.
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®
130 N Preston Road
Prosper, TX 75078
d. (844) PLAN-YDF
Dallas II Co-Chair