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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What Should You Do When Markets Hit New Highs?

2016 began with a bang (in a bad way) — with the stock market falling in a hurry. In fact, it was the worst 10 day start to a calendar year in history. From the beginning of the year to January 15th, the U.S. stock market (as measured by the S&P 500 Index) had dropped over 8%.  The S&P 500 hit its low for 2016 on February 11th, 6 closing at 1829.08, a decline in excess of 10.5% for the year.
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A New Investment Account for the Disabled

This summer, states have begun rolling out a new type of investment account that is tailored to help families take care of children and adults with special needs. The ABLE account is a tax-advantaged vehicle for individuals with disabilities that will allow families to save without jeopardizing government benefits such as Supplemental Security Income and Medicaid. 
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8 Things to Know About the New College Borrowing Season

Most families end up borrowing to cover college costs. More than 70 percent of college students rely on loans when pursuing a bachelor’s degree and many parents borrow as well. The college loan season starts on July 1 when the federal government makes federal loans available for the 2016-2017 school year. With the college loan season upon us, here are eight things you should know about college loans:
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Dale Yahnke Featured in Barron’s "Top 100 Independent Wealth Advisors” for 2016

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named for the tenth consecutive year to Barron’s list of the Top 100 Independent Wealth Advisors.  
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Dowling & Yahnke Listed in Financial Advisor's “2016 RIA Ranking"

Financial Advisor Magazine's 2016 ranking of RIAs listed Dowling & Yahnke #72, the only San Diego-based advisory firm in the top 100.
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Dowling & Yahnke Ranked on InvestmentNews’ Largest Fee-Only Registered Investment Advisory Firms for 2016

Dowling & Yahnke is listed as #51 of the largest fee-only firms in the country measured by discretionary assets under management.
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