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D. Vance Barse, CPWA®, AIF® | Financial Advisor

Profile img for D. Vance Barse, financial advisor at Your Dedicated Fiduciary
Prosper, TX
D. Vance Barse, CPWA®, AIF®
Financial Advisor
Wealth Strategist & Founder at
Your Dedicated Fiduciary

Verified Identity

Important Disclosures

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 the nation. Vance brings a unique perspective on wealth management as he’s seen the business from the inside. At Altegris, his clients were leading financial advisors at banks such as Merrill Lynch, Morgan Stanley, and UBS; independent broker-dealers such as LPL, Ameriprise, and Raymond James; registered investment advisers; and family offices. This has allowed him the deep expertise in services and strategies that financial advisors offer – and, more importantly, the services and strategies they often don’t offer. Who you have serving you can make a big difference, particularly when it comes to complex planning strategies. After nearly a decade in his role with Altegris, Vance became a financial planner and founded Your Dedicated Fiduciary® with the desire to positively impact those he serves by filling in the gaps often left behind by other advisors. Disclaimer: Vance Barse is an investment advisor representative with and offers advisory services through Commonwealth Financial Network®, a registered investment adviser.
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Specialties and Expertise

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High Net Worth Planning
Ultra High Net Worth Planning
Alternative Investments
Tax Minimization Investment Strategies

Clientele

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High Net Worth Individuals
Business Owners
Businesswomen
Surviving Spouses
Wealthy Families

Credentials and Designations

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Accredited Investment Fiduciary®

Quick Facts About D. Vance
Years of Experience:18 yearsMember since:2023

Services Provided

How I help my clients

Tax Planning

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Estate Planning Strategies

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Financial Planning

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Advice-Only Financial Planning

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Pricing Models

Flat Fee
Hourly Fee

Proof of License

SEC Profile
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Prosper, TX
D. Vance Barse, CPWA®, AIF®
Financial Advisor
Wealth Strategist & Founder at
Your Dedicated Fiduciary
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