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 the largest independent wealth advisory firm in San Diego.

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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Protecting Yourself Financially During a Divorce

When a marriage ends in divorce the finances of the former spouses will often take a hit. Making mistakes during the breakup can make the financial penalty for divorcing even worse.  Here are eight common mistakes to avoid when married couples part ways:
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Politics and Your Portfolio

At a time when political issues are front and center, what is the best way to approach investing? Should you make changes to your portfolio to minimize political risk?
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Eight Tips for Beginning Investors

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Dowling & Yahnke Wealth Management Celebrates 25-Year Anniversary

Financial advisory firm Dowling & Yahnke, LLC is celebrating its quarter century in business.
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Jennifer Jank, CFP® Joins Dowling & Yahnke, LLC

Dowling & Yahnke, LLC, a wealth advisory firm managing approximately $3 billion for more than 1,000 clients, is proud to announce that Jennifer (JJ) Jank has joined the Firm as a Planning Specialist.
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The Chairmen's RoundTable Welcomes New Members

The Chairmen’s RoundTable (CRT), a San Diego non-profit organization that provides pro-bono mentoring to CEOs of private businesses in the Greater San Diego area, announced today four new members: AlignAlytics, Dowling & Yahnke, Life Lounge SD and Meridian Properties Real Estate.
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