D. Vance Barse, CPWA®, AIF®

Prosper, TX

Verified Identity

Wealth Strategist & Founder at

Your Dedicated Fiduciary

Years of Experience

18 years

Member Since

2023

Allow Me to Introduce Myself

Vance graduated from the University of Maryland with a B.S. in Neurobiology & Neurophysiology. He began his career in financial services with Altegris Investments as Regional Director of Intermediary Relationships. He consulted leading private wealth management firms and financial advisors across th...

Clientele

High Net Worth Individuals

Business Owners

Businesswomen

Surviving Spouses

Wealthy Families

Services Provided

Tax Planning

Estate Planning Strategies

Financial Planning

Advice-Only Financial Planning

Specialties and Expertise

High Net Worth Planning

Ultra High Net Worth Planning

Alternative Investments

Tax Minimization Inv...

Credentials and Designations

Accredited Investment Fiduciary®

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Pricing Models

Flat FeeHourly Rate

Disclosures and Proof of License

SEC Profile

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