Why D&Y

In 1991, Dowling & Yahnke Wealth Advisors helped start a revolution in wealth management—independent, transparent, and world-class financial advice predicated on personal relationships. Today, D&Y manages over $4 billion and provides portfolio management and financial planning services to over 1,300 clients in San Diego and across the United States. Our only source of revenue is a competitive management fee. No commissions, unnecessary trades, or competing incentives. As a fiduciary, we put you first.