Giving You Peace of Mind in a Complex Financial World

For 25 years, Dowling & Yahnke has approached investment advice differently than Wall Street firms and brokers. We are a fiduciary to our clients – we put your interest first with transparency and objective advice. Our philosophy is based on well-grounded, long-term investment principals that are not influenced by market fads or hype. Our uniqueness and longevity are the results of the Firm’s core values that have guided us to our position as one of the largest independent wealth advisory firms in San Diego (as measured by discretionary assets under management).

Excellence

Setting the highest standards for ourselves today and raising the bar tomorrow.

Integrity

We are always putting our clients’ interests first.

Knowledge

Advocating life-long learning – personally and professionally.

Passion

Unwavering commitment to provide the “wow” experience.

Enduring Relationships

A spirit of connectedness in the success and happiness of our clients, colleagues, and community.

A Client-Centric Approach

A Client-Centric Approach

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How Much You Can Save in 2017

If fattening your retirement nest egg is a priority, here’s a line-up of the maximum contributions that you can make for various retirement accounts in 2017:
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Why Americans Claim Social Security Early

Claiming Social Security benefits at the earliest eligible age of 62 is not a smart financial move for most people.
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Tips for Giving Back this Holiday Season

There are many worthy causes to support as well as a number of ways to support them. If you’d like to give to charity this year, now is a good time to think about where you’d like to make an impact with your donations. 
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Mark Wernig Earns CFP® Certification

Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3 billion for more than 1,000 clients, is proud to announce that Mark Wernig, Portfolio Management Associate, is now a CERTIFIED
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Dowling & Yahnke’s Grant Webster Published in Forbes, “What Should You Do When The Dow Hits 20,000?”

“The Dow Jones industrial average failed yet again last week to clear the magic 20,000 mark, but it will someday.
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Dowling & Yahnke Named to Financial Planning Magazine’s 2017 “Top 150 RIA Leaders"

Financial Planning Magazine’s 2017 ranking of "Top 150 RIA Leaders" listed Dowling & Yahnke #21.
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