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. The August 27, 2016 issue is the financial magazine’s tenth annual ranking of top independent advisors. Dale Yahnke is one of only twelve advisors nationwide who have been recognized every year Barron’s has conducted its national rankings.
According to Barron’s, “Few have been more successful than Yahnke, who, along with a 43-person team, serves 1,039 households and manages just over $3 billion of investment assets. Yahnke’s success is noteworthy in light of a patient, conservative investing approach that he admits is ‘boring’. He does get approached by people who want an active, beat-the-market approach. ‘I tell those people they need to find another advisor,’ he says.” The article continues by stating, “In his 25 years as an advisor, Yahnke has steered clients through the thick and thin of the markets. (Dowling retired last year.) The key, says Yahnke, is staying globally allocated, trusting markets, and minimizing risk.”