We are proud to announce that Dale Yahnke, CFA, CFP®, and co-founder of Dowling & Yahnke, LLC, has been named to Barron’s list of the Top 100 Independent Financial Advisors. The September 14, 2018, issue is the financial magazine’s twelfth annual ranking of top independent advisors. Dale Yahnke is one of only eleven advisors nationwide who have been recognized every year Barron’s has conducted its national rankings.
“One of the most important factors for growing our firm is recruiting top tier people,” said Dale Yahnke. “They have to be passionate. They have to be smart. They also have to be down-to-earth. At the end of the day, we want our clients to be comfortable talking to us about their goals and rest easy knowing they have the best team looking after their life savings. I believe having a group of exceptionally talented professionals is the best way to serve clients in this way. Making this list reflects our entire team’s dedication to our clients.”
Barron’s: Top 100 Independent Financial Advisors 2018 – List
Barron’s: Top 100 Independent Financial Advisors 2018 – Article (subscription required)
Disclosures from Barron’s: The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner.
Additional disclosures: Barron’s requested Dowling & Yahnke to apply for the ranking. The information for the ranking was compiled by the advisor and may or may not be verified by Barron’s. It is unknown as to the number of applicants considered for the ranking and the percentage of applicants that made the ranking. The award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by Dowling & Yahnke and any of its clients. While Dowling & Yahnke did not pay a fee to apply for the award, the firm does purchase goods or services from the publisher of the award (such as subscriptions to the publication, reprints of the ranking, and payment to be included in other Barron’s-published lists).