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Welcome to Dowling & Yahnke, LLC 
Dowling & Yahnke, LLC is an independent, fee-only registered investment and financial advisory firm providing San Diego and Southern California with asset and portfolio management services since 1991. Our mission is to deliver superior personal service to clients who understand the value of independent investment advice. Our highly educated and experienced wealth management professionals are dedicated to helping clients attain their financial goals. In August 2008, for the second straight year, Dale Yahnke was listed as one of Barron’s Top 100 Independent Financial Advisers (ranked #10). Dowling & Yahnke is proud to be the only San Diego County firm with an adviser on the Barron’s list.
Dowling & Yahnke, LLC is an SEC-registered investment advisor located in San Diego, California. In addition to SEC registration, the firm maintains a notice filing with the state of California. This website provides general information about Dowling & Yahnke, LLC and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information. Please click here for additional Disclaimer and Regulatory Information. Email your questions to info@dywealth.com |
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