From organizing your dream retirement plan to navigating life-changing events, Dowling & Yahnke Wealth Advisors will guide you through your financial journey - no matter where you are along the path. Ready to turn the page from your successful career to the next phase of your life? Dowling & Yahnke's San Diego-based wealth advisors team can help you prepare for and thoughtfully guide you through your retirement years.
Prepare for your future and start your retirement planning with our experienced financial advisors. Selling a company, navigating a divorce, dealing with the loss of a partner, or simply looking to blaze a new path forward? You have a dedicated fiduciary advisor in D&Y to help navigate life's challenges - no matter what financial situations come your way.
Prepare for your future and start your retirement planning with our experienced financial advisors. Selling a company, navigating a divorce, dealing with the loss of a partner, or simply looking to blaze a new path forward? You have a dedicated fiduciary advisor in D&Y to help navigate life's challenges - no matter what financial situations come your way.
Services
We are not your typical financial advisors. We are your neighbors, friends, and fellow San Diegans. We will help you connect with an advisor who properly suits you and your needs. We are a very close-knit and collaborative team. When you partner with an advisor at D&Y, you gain access to the entire D&Y team and all the resources and knowledge our 50-plus person team brings to the office every day!
Your financial life is complicated, but it doesn't have to be. We start by determining what you want most out of life. Then, we implement a financial plan that supports your goals throughout your journey. Whether you're planning for retirement, saving for college, selling a business, or shaping your financial legacy, our sole focus is helping you turn your dreams into reality.
In 1991, Dowling & Yahnke Wealth Advisors helped start a revolution in wealth management-world-class, transparent, and fee-only financial advice predicated on personal relationships. Today, D&Y manages over $5.5 billion and provides portfolio management and financial planning services to more than 1,300 clients in San Diego and across the United States.
We tell it like it is. Every single time. If you have an outside advisor doing a great job, we'll likely tell you to stick with them. If we can help you improve your financial life, we will explain how. You encounter unique challenges in life, both financial and personal.
Since 1991, we have been there for people like you-through recessions, wars, pandemics, financial crises, and political changes-helping individuals, families, and nonprofits thrive and preserve wealth.All our Lead Advisors are required to obtain the CERTIFIED FINANCIAL PLANNER designation. Many are also CFA Charterholders.
Since 1991, we have been there for people like you-through recessions, wars, pandemics, financial crises, and political changes-helping individuals, families, and nonprofits thrive and preserve wealth.All our Lead Advisors are required to obtain the CERTIFIED FINANCIAL PLANNER designation. Many are also CFA Charterholders.
From the moment we meet, our team is focused on understanding your specific financial life. What are your goals? What are your concerns? What financial topics would you like to learn more about? This complimentary meeting takes place with a D&Y Lead Advisor who will give you actionable information, whether you decide to work with us or not.
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James Esler
Jun 05, 2019
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