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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Tips for Mutual Funds Investing

Mutual funds are an excellent way to diversify your investments.
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Medicare Premiums Increase for 2017

The Centers for Medicare and Medicaid Services announced that monthly premiums for Medicare will be increasing next year.
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Shopping for Medicare Coverage


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Dowling & Yahnke Ranked on Forbes' 100 Fastest Growing RIA Firms

In the November 11, 2016 publication, Dowling & Yahnke was listed as #25 on Forbes’ “100 Fastest Growing RIA Firms Over Ten Years.”
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Dale Yahnke featured in "Schwab’s Bernie Clark Urges Advisors to Evolve; Unveils Robo-Advisor Upgrades"

Dale Yahnke was featured in ThinkAdvisor's article regarding the Schwab Impact conference. 
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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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