Giving You Peace of Mind in a Complex Financial WorldSM

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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Worried About Investing at a Peak?

As stock markets climb to all-time highs, many investors with cash on the sidelines have been asking themselves – is now really a good time to invest?  Aren’t we at another market peak?

Assisting Aging Parents

Caring for aging parents is an increasingly common responsibility, even for those who still have young children at home.  Nearly ten million adult children (over age 50) are currently taking care of an aging parent, according to Metlife. For many people, it’s an important concern, but planning for it can make things easier once the need arises.  Fortunately, there are plenty of resources available to assist both the elderly and their caregivers.

Shockingly Low Percentage of Americans Confident About Their Future Retirement

Are you very confident that you will end up enjoying a comfortable retirement?  If so, you’re in the minority. Only 18% of Americans are very confident about their future retirement prospects.

Dowling & Yahnke Listed in Financial Advisor's Registered Investment Advisor Ranking 2017

Financial Advisor Magazine's 2017 ranking of RIAs listed Dowling & Yahnke #74, the only San Diego-based advisory firm in the top 150.

Tracy Burgett Earns Certified Private Wealth Advisor® Certification

San Diego – July 10, 2017:  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 Tracy Burgett, F

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

Dowling & Yahnke is named as one of the largest fee-only investment advisors in the country measured by discretionary assets under management..