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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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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Are You Caught in the Middle?

Many clients today are caught in the “sandwich generation” where they are caring for elderly parents as well as their children. An important thing for these caregivers to remember is to care for themselves! As in the safety discussion on an airplane, you put on your own oxygen mask first. You can’t help anyone else when you don’t have enough oxygen yourself.
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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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