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.
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder, introduces Your Dedicated Fiduciary®.
A Comprehensive Approach to Wealth Management
BUSINESS OWNERS
INVESTMENTS
WEALTH STRATEGIST
CHARITABLE GIVING
A Comprehensive Approach to Wealth Management
BUSINESS OWNERS
INDIVIDUALS & FAMILIES
INVESTMENTS
WEALTH STRATEGIST
ASSET PROTECTION
CHARITABLE GIVING
Latest videos
New episodes of The Private Wealth Podcast and our latest conversations.
Cybersecurity for High-Net-Worth Families: Protect Your Wealthy Family & Aging Parents from AI Scams
Trusts, Wealth Preservation, & Generational Wealth | Vance Barse & Adam Moskowitz
Read the recapBeyond the Bubble: AI, the Fed, and Building Generational Wealth
Latest insights
Planning ideas and market thinking from the YDF team.
Donor-Advised Funds for Investors with $1M+: A 2026 Year-End Guide
A donor-advised fund ("DAF") is a charitable giving account where you contribute cash or appreciated investments, claim a tax deduction in the…
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Business Exit Planning and Tax Strategies for Business Owners Selling a Company
Business exits are not only transactional events; the structure established before a sale often determines long-term financial outcomes more than the sale…
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Why Small Daily Decisions Beat “Getting Rich Someday”
Katelyn's Financial Journey: Why Small Daily Decisions Beat "Getting Rich Someday" As the Director of Brand Marketing for Your Dedicated Fiduciary®, Katelyn…
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