Vance BarseFounder and Wealth Strategist at Your Dedicated Fiduciary
Profile
Vance Barse, AIF® is a Wealth Strategist & Founder of Your Dedicated Fiduciary®. Before becoming a wealth strategist, Vance served as an investment consultant to leading private wealth and retail financial advisers throughout the U.S. for nearly a decade. He saw firsthand that many advisers are constrained in their approach to planning, often leaving clients underserved.
Vance 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 advisers overlook. Vance founded Your Dedicated Fiduciary® with a simple mission: to be authentic, transparent, and have a positive impact on the lives of his clients.
Mr. Barse holds a bachelor’s degree in Neurobiology & Neurophysiology from the University of Maryland where he served as a Howard Hughes Medical Institute Fellow studying the onset and progression of Alzheimer’s Disease. He was also a member of Golden Key International Honour Society.
Vance believes in the value of community. As such, he serves as a voting board member and Vice President of the non-profit Professionals with Purpose. Mr. Barse is also a mentor for Just in Time for Foster Youth, volunteer educator, motivational speaker, and Ambassador for the Financial Awareness Foundation. Vance has been quoted by Investment News, Investment Advisor, CNBC, Bloomberg Radio, and Barron’s.