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).


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


We are always putting our clients’ interests first.


Advocating life-long learning – personally and professionally.


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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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… 

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:

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.

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.

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.

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.