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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Starting the Year With a Crazy Financial Resolution

It’s a brand new year to create new habit
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Why You Shouldn't Panic

The stock market is the only market where things go on sale and all the customers run out of the store....
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Financial Resolutions for 2016


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Dale Yahnke featured in “What will aging boomer and millennials mean for economic growth?”

Dale Yahnke was featured in The Los Angeles Times discussing aging baby boomer and millennials’ effect on the economy.  “Dale Yahnke, at financial planning firm Dowling & Yahnke in San Diego, said the reality for millions of aging boomers is ‘you're just going to have to live with lowe
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Named to Financial Planning Magazine's 2016 "Top 150 RIA Leaders"

Financial Planning Magazine’s 2016 ranking of "Top 150 RIA Leaders" listed Dowling & Yahnke #33 – the only San Diego adviser listed in the top 100.
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Bloomberg's 2015 "Top 50 Registered Investment Advisers"

Bloomberg’s 2015 ranking of "Top 50 Registered Investment Advisers" listed Dowling & Yahnke as #8 nationally and the only adviser from San Diego. How Bloomberg determines the list:
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