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Inside ETFs
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Vance Barse, CPWA®, AIF®,
Wealth Strategist and Founder at Your Dedicated Fiduciary®

Profile

Vance Barse, CPWA®, AIF®, is a wealth strategist and founder of Your Dedicated Fiduciary®. For nearly a decade, Mr. Barse served as an investment consultant to leading private wealth teams nationwide at family offices, wire houses, and registered investment advisors. Vance saw first-hand that many advisors are often limited in their approach to advanced planning, often leaving clients underserved. Vance founded Your Dedicated Fiduciary® with a simple mission: to be authentic, transparent, and have a positive impact on the lives of clients. The firm dutifully serves roughly 50 families with a full range of investment management, wealth preservation, estate planning, and tax minimization strategies that many advisers overlook.

Vance is a devout advocate of the fiduciary principle and views the client-advisor relationship as a long-term, trusting partnership. Not surprisingly, Mr. Barse and his clients often share similar lifestyle interests including family unity, health & well-being, music of various genres, and academia.

D. Vance Barse is an investment adviser representative with and offers advisory services through Commonwealth Financial Network®, a Registered Investment Adviser. 

Agenda Sessions

  • The Value of Advice: Articulating and Demonstrating Your True “Alpha” to Clients and Prospects

    1:15pm