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).

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

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We are always putting our clients’ interests first.

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Advocating life-long learning – personally and professionally.

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Unwavering commitment to provide the “wow” experience.

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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

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Seven Things Newlyweds Can Do to Avoid Arguing Over Money

A significant factor in marital success is how couples handle their financial lives. In fact financial discord could be the biggest marriage warning sign, according to a study conducted by researchers at Kansas State University. "Arguments about money are by far the top predictor of divorce," said Sonya Britt, a Kansas State University researcher and program director of its personal financial planning program. "It's not children, sex, in-laws or anything else. It's money -- for both men and women."

Five Tips for Appealing a Financial Aid Award

This is the time of year when families review college financial aid awards and agonize over whether they can afford the tab. Many parents don’t realize that students don’t have to accept the first award they receive from a college.  One reason is because it’s a buyer’s market at many institutions.

Tax Efficient Strategies for Your 2018 Charitable Giving

As a result of the Tax Cuts and Jobs Act (TCJA) of 2017, many taxpayers may not itemize deductions in the future.  Therefore, the benefit of deductions of smaller charitable donations you may have had in the past, could end up being eliminated under the new rules with the doubling of the standard deduction and removal of many other itemized deductions.

Dowling & Yahnke Ranked on InvestmentNews’ Largest Fee-Only Registered Investment Advisors

Dowling & Yahnke is listed as #48 of the largest fee-only investment advisor firms measured by discretionary assets under management.

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.

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.