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 $5.7 billion and provides portfolio management and financial planning services to more than 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.
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