About Us
Founded in 1991, Dowling & Yahnke is an independent, fee-only registered investment adviser providing comprehensive portfolio management and retirement planning. The firm currently manages over $1.5 billion for approximately 750 clients, primarily individuals and families in Southern California.
Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.