Since joining Dowling & Yahnke in 2015, Mary has worked alongside Will Beamer to deliver attentive, friendly, and professional service to the firm’s high net worth clients.
“Many of our clients have created substantial wealth through the ownership and sale of their businesses,” according to Mike Brown, Principal. “We recognize the unique complexities and opportunities that arise with business ownership and succession planning, so Anna’s expertise in this area provides great value to our clients.”
Dowling & Yahnke is listed as #48 of the largest fee-only investment advisor firms measured by discretionary assets under management.
The beat goes on for the second longest bull market in history. For the eighth consecutive quarter, the S&P 500 Index notched a positive return. Small U.S.
Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named for the eleventh consecutive year to Barron’s list of the Top 100 Independent Financial Advisors.
Hi I’m Julie Cooling, Founder of RIA Channel and contributor with Forbes. I’m here with Dale Yahnke, Founding Partner of Dowling & Yahnke, LLC.
Congratulations, you made our Forbes “Top 100 Wealth Management Firms” for 2016 with $3.5 billion in assets under management and $2.2 billion in asset growth over the period of 10 years. Congratulations!
So you are number 25 on our list. Way up there. We would love to know a little bit about how you grow and how you work with clients.
“With Matt’s joining Dowling & Yahnke, we have seventeen CFP® charterholders in addition to two CPA practitioners,” said Will Beamer, President and Chief Investment Officer. “Knowledge is one of our firm’s core values, and we take great pride in the expertise and top-notch credentials of our advisors.”
Financial Advisor Magazine's 2017 ranking of RIAs listed Dowling & Yahnke #74, the only San Diego-based advisory firm in the top 150.
Dowling & Yahnke is named as one of the largest fee-only investment advisors in the country measured by discretionary assets under management..
In this week’s publication, Barron’s honors a select group of twelve U.S. financial advisors, “Our Independent Advisory All-Stars.” Dale Yahnke and eleven other advisors have been selected each of the last ten years to the Barron’s “Top 100 Independent Advisors.” Starting in 2007, Barron’s has conducted this annual survey to determine the ranking of the top 100 independent advisors in the United States.