Managing your investments is about more than stocks and bonds - it's about your financial planning goals, needs, and aspirations. Although some people choose to handle their investments on their own, seeking out a financial professional or investment advisor at a Registered Investment Adviser (RIA) firm can make the difference in achieving your desired financial future.
Our investment management process begins with understanding you. Together, we'll develop an investment plan based on your risk tolerance, liquidity needs, and long-term goals. Then, with a clear investment strategy in place, we will nurture your investment portfolio and give you in-depth advice on the financial decisions you’ll face on your journey to and through retirement.
Our investment philosophy is grounded in an evidence-based approach – not influenced by market fads or hype. You can learn more about our investment philosophy here.
Once we determine the right investment plan for your individual situation, we will put your money to work using these time-tested principles. And we’ll revisit your plan on an ongoing basis to make sure it still aligns with your needs.
At Dowling & Yahnke, your personal financial advisor can assist you towards reaching your financial goals. We are there for you throughout your financial life. Along with your trusted tax and legal professionals, our wealth management team will be there to guide you every step of the way whether you are looking for assistance with retirement planning, financial strategy, estate planning, asset allocation, or tax planning, our wealth management team will be there to guide you every step of the way.