Giving You Peace of Mind in a Complex Financial WorldSM

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 principles 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).

man successfully clearing a high jump

Excellence

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

person holding compass

Integrity

We are always putting our clients’ interests first.

open notebook on desk with reading glasses

Knowledge

Advocating life-long learning – personally and professionally.

jets flying in formation

Passion

Unwavering commitment to provide the “wow” experience.

team holding pieces of a puzzle

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

Media Folder: 

Twitter

 

Ten Financial Resolutions to Start Off the New Year

You don’t have to wait until January to make your New Year’s resolutions. If you want to improve your financial life in 2018, here are ten tips to get you started
Read more...

There’s Still Time to Save More for Retirement

How much have you saved for retirement for 2017? There is still time to boost your savings. And at the same time set goals for what you can set aside next year. While 2017 contributions to workplace plans such as a 401(k) or 403(b) have ended as of December 31, 2017, you can put money into an Individual Retirement Account until April 17, 2018.
Read more...

Last Minute Ways to Cut Your Taxes

If you’d like to lower your tax burden for 2017, there is still time to pull this off, but you have to hurry. Here is a list of six actions that you can take before January 1, 2018.
Read more...

Mark Wernig Finalist in San Diego Business Journal’s Veteran and Military Entrepreneur Awards

San Diego Business Journal (SDBJ) held their first Veteran and Military Entrepreneur Conference and Awards on October 25, 2017.  SDBJ, in partnership with The Rosie Network, launched this conference to celebrate the veterans and military with an entrepreneur spirit, as well as, acknowledge the impact they have on the San Diego community.  Dowling and Yahnke is proud to announce that Mark Wernig was a finalist for these awards.
Read more...

Dowling & Yahnke Named to InvestmentNews' 2017 Best Practices Awards

InvestmentNews named Dowling & Yahnke, LLC a winner of the 2017 Best Practices Awards, an important initiative that recognizes the top-performing and most innovative firms in the financial advice industry.
Read more...

Tracy Burgett Promoted to Director of Financial Planning at Dowling & Yahnke, LLC

Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3.5 billion for more than 1,000 clients, is proud to announce that Tracy Burgett has been promoted to Director
Read more...