In 1991, Dowling & Yahnke Wealth Advisors helped start a revolution in wealth management?independent, transparent, & world-class financial advice predicated on personal relationships. Today, we manage approximately $4 billion & provide portfolio management & financial planning services to over 1,200 clients in San Diego & across the US. Our only source of revenue is a competitive management fee. No commissions, unnecessary trades, or competing incentives. As a fiduciary, we put you first.
investment management, retirement planning, estate planning, financial planning, executive compensation