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

Media Folder: 

Twitter

 

Lessons About 2016 Financial Markets from “Mr. Market”

Benjamin Graham, the well-known value investor, in The Intelligent Investor created Mr. Market as an analogy to describe how the stock market works. “Every day he tells you what he thinks your interest [in your business partnership with him] is worth and furthermore offers either to buy you out or to sell you an additional interest on that basis. Sometimes his idea of value appears plausible… 
Read more...

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:
Read more...

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.
Read more...

Dowling & Yahnke Ranked on InvestmentNews’ Largest Fee-Only Registered Investment Advisory Firms

Dowling & Yahnke is listed as #46 of the largest fee-only firms in the country measured by discretionary assets under management.
Read more...

Dowling & Yahnke Featured in San Diego Business Journal’s, “Wealth Management Co. Builds Up People, Portfolios and Reputation”

Dale Yahnke and Mark Munoz were recently profiled in the San Diego Business Journal.
Read more...

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
Read more...