Dowling & Yahnke Wealth Management

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.

Our Guiding Principles

A Client-Centric Approach

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All About 401(k)

In a lawsuit that took eight years to wind its way to the Supreme Court, 401(k) sponsors were essentially told that they need to be more diligent about the fees that mutual funds are charging their employees' 401(k) accounts. This is a promising development for employees because too many workplace retirement savings plans are stuffed with expensive investment choices.
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Buying Versus Leasing a Car

If you will be searching for a new car soon, you'll need to answer this question:  Should I lease or buy a vehicle? There are advantages and disadvantages to both approaches. Here is a run down of things you should know
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Baby Boomers and Your Retirement

A recent study by the U.S. Labor Department suggested that the conventional wisdom regarding workers’ wages over their careers could be dead wrong. It’s widely assumed that individuals’ salaries grow steadily during their years in the workplace, but the report says this didn’t happen for a large group of Baby Boomers that they studied.
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Tracy Burgett Earns CFP® Certification

Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing approximately $3 billion for more than 1,000 clients, is proud to announce that Tracy Burgett, Planning Specialist, is now a CERTIFIED FINANCIAL PLANNER™ (CFP®).  
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Barron's Ranks Dale Yahnke Among "America's Top 100 Independent Wealth Advisors"

For the ninth consecutive year, Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named to Barron’s list of the “Top 100 Independent Wealth Advisors.”  In its August 24, 2015, issue, Barron’s published its ninth annual ranking of top indepe
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Barron's Top 100 Independent Wealth Advisors 2015

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named for the ninth consecutive year to Barron’s list of the “Top 100 Independent Wealth Advisors.” The August 24, 2015 issue is the financial magazine’s ninth annual ranking of top independent advisors.
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