Dale Yahnke CFA, CFP®, Named to Barron’s Hall of Fame

Dowling & Yahnke Wealth Advisors, currently managing over $4 billion of assets for more than 1,200 clients, is proud to announce that
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Aria K. Krumwiede, CFA and Hunter P. Daniel, CFA Earn Distinguished CFP ® Designation

Dowling & Yahnke Wealth Advisors, managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that
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Andrew J. Christopher Joins Dowling & Yahnke Wealth Advisors

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that
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Olivian T. Pitis, CFA, CFP®, AIFA® Joins Dowling & Yahnke

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that
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Dowling & Yahnke CEO Ranked Top 20 on Barron’s 2019 “Top 100 Independent Wealth Advisors”

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that
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Tina Cetrone Earns Distinguished CFA Institute Investment Foundations® Certificate

Dowling & Yahnke, a wealth advisory firm managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that Tina Cetrone has earned the CFA Institute Investment
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Dowling & Yahnke Listed on FT 300: Top Registered Investment Advisers 2019

Dowling & Yahnke Wealth Advisors is included as one of the 300 top registered investment advisers across the nation as published by Financial Times.
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Greg Richardson and Mark Wernig Promoted to Principal of Dowling & Yahnke

When asked “Why did you become a financial advisor?” Greg answered, “I thoroughly enjoy engaging in discussions with clients on a variety of topics, including investments, retirement income, tax and charitable strategies, employer stock and stock options, and executive compensation. When asked the same question, Mark responded, “Simply put, I became a financial advisor to serve those that would trust our Firm and me with the responsibility to manage a resource as precious as their personal wealth. Having spent more than a decade on active duty in the U.S. Navy, I serve my clients as I did my...
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Grant Webster, CFP®, CDFA® Named to InvestmentNews' 2019 40 Under 40 List

Dowling & Yahnke Wealth Advisors, currently managing approximately $4 billion of assets for more than 1,000 clients, is proud to announce that
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Aria Krumwiede, CFA Promoted to Lead Advisor at Dowling & Yahnke Wealth Advisors

“Aria has been a great addition to our team,” said Alana Asmussen, Principal and Lead Advisor. “We are excited to promote her to our continually expanding group of exceptional advisors. Her unwavering desire to serve clients makes her a wonderful fit for this role. I know clients will enjoy working with her.”
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