Giving You Peace of Mind in a Complex Financial World

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).


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


We are always putting our clients’ interests first.


Advocating life-long learning – personally and professionally.


Unwavering commitment to provide the “wow” experience.

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: 



15 Ways to Cut Your Vacation Costs

Are you ready for the summer vacation season? Part of preparing for a vacation is knowing how to save money on your travel. Here are 15 ideas to get you started:

Best Practices for Online Security

Technology is always evolving, and keeping up with security advice can be confusing. The guidance on securing your digital world can appear complex and overwhelming. While the details of how to stay secure may change over time, there are fundamental things you can always do to protect yourself.

Don’t Overlook the Fees

Sticker prices aren’t always what they seem. Too often consumers end up paying more than the face value of items due to hidden costs. Here are some pesky fees that deserve extra scrutiny: 

Mark Wernig Promoted to Portfolio Manager at Dowling & Yahnke, LLC

Dowling & Yahnke, LLC, a San Diego-based wealth advisory firm managing over $3 billion for more than 1,000 clients, is proud to announce that Mark Wernig has been promoted to Portfolio Manager.  In his new role, Mark will serve as a primary point of contact for clients.

Dale Yahnke Honored in Barron's: One of Twelve U.S. Advisors on Its "Top 100 Independent Advisors" Ranking Every Year

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.  

Dale Yahnke Listed on Barron’s 2017 "Top Advisor Rankings: California"

Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been ranked #23 on Barron’s 2017 “Top Advisor Rankings: California.”