Fiduciary Financial Advisors Who Know Your Name

We believe good advice comes from actually knowing your family, not managing a file. That’s why we keep our client roster small and our access direct.

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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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Latest insights

Planning ideas and market thinking from the YDF team.

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Can AI Make You a Better Investor? Tony Parish on AI, Quant Investing, and the Federal Deficit

A recap of the Private Wealth Podcast featuring Tony Parish. The Short Answer: Can AI Make Investors Better or Does It Just…

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…

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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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.